The papers below were presented at the Life Insurer Taxation Seminar, held on 12 June 2008 at Staple Inn Hall. Any queries about the seminar should be adressed to Andrea Tsarbos, Conference Administrator, at e-mail: andrea.tsarbos@actuaries.org.uk.
Please note that for this event the advance conference presentations were only made available in Adobe pdf "handout" format, displaying three slides to a page. If you require the papers in any other format, please contact the Conference Officer. If you need advice on viewing and printing the papers, please refer to the Help page.
The copyright in the content of the conference and seminar papers on this site may rest either with the authors or with the profession. Single copies may be downloaded for private study or research, but more extensive copying requires the permission of the copyright owner. Should you wish to make multiple copies of any material, please contact the Conference Department.
The I-E Calculation
Jen Kirwan
Apportionment
Clayton Balkind
Introduction
Gavin Coates
Life office taxation overview
Steve Jones
Other issues
Jeanette Cook
Tax modelling and planning
Trevor Fannin
Case study - answers
Gavin Coates
Case study - questions
Gavin Coates
Notional Case 1
Jen Kirwan