
Part 1
Introduction and a panel discussion of the key areas of impact in the Budget for insurance groups -
Neil Rolfe, Head of UK Insurance Tax, Mazars, James Isherwood, Head of Life Insurance, Mazars, and Bill Schiller, Audit Partner, Mazars. (40 minutes)
Part 2
A Q&A session during which all the attendees will have the opportunity to ask questions to the panellists. (20 minutes)
The conversation was around the following topics:
- The changes to the maximum fees that can be levied on personal pensions
- The future change to the retirement age from 55 to 57 in 2028
- The consultation relating to tax proposals arising from IFRS 17
- Uncertain tax position requirements and what this means for accounting, risk and capital
- Any other issues that emerge from the detail of the budget