Protection

Tutors:

• Stuart Halliwell, Legal & General
• Robert Betts, Legal & General

Learning outcomes:

1. The need for key person cover
2. How to set up key person cover for different types of business
3. The treatment of premiums and policy proceeds for taxation purposes
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Tutors:

• Richard Kateley, Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The different types of business structure available in the UK
2. How to set up different types of share protection arrangements
3. The supporting agreements for share protection and how these differ
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Tutors:

• Richard Kateley, Legal & General
• David Turvey, Avon House Wealth Management
• Lee Thomas, Portmore Life

Learning outcomes:

1. Understanding the core protection needs of business in the UK
2. How to work with 3rd parties such as lawyers and accountants
3. How to engage with business owners on business protection

Tutors:

• Colin Fitzgerald, Legal & General Group Protection
• Andrew Shiner, The Health Insurance Group

Learning outcomes:

1. The size and opportunity of the group protection market
2. Why IFAs should delve into the group protection market
3. How to approach the group protection market

Tutor:

• Richard Kateley, Legal & General

Learning outcomes:

1. The changing dynamics of the SME market
2. The reasons for the lack of take up in business protection
3. The potential growth opportunities available to advisers

Tutors

• James Gittins, Legal & General
• Simon Hird, Legal & General

Learning outcomes:

1. Different types of General Insurance
2. How you can use these to help protect your clients
3. The variety of circumstances where these will apply best

Tutor:

• Nathalie Claeys, Old Mutual Wealth

Learning outcomes:

1. The current inheritance tax thresholds
2. The family home allowance
3. Avoiding the IHT trap
4. Using the whole of life investment contract