Beginners exploration of investment bonds – Episode 1

Beginner
Investing
Accredited
Video
Date:

Wednesday 14th August 2019

Location:

Online

Duration

58 MINS

For paraplanners who are want to build a basic knowledge of investment bonds and how they work.

Learning objectives

In this session we covered…

  • Life assurance vs capital redemption bonds
  • Jurisdictions: Isle of Man vs Ireland
  • Brexit (arghhh)
  • Who needs a bond?
  • Tax within the bond
  • Tax paid by the bond holder
  • Bond withdrawals
  • ‘New’ top slicing rules

Speakers

1
Steve Sayer
Utmost

Utmost Wealth Solutions' Technical Sales Manager with over 20 years’ experience in the international life assurance sector. During this time he has provided tax and trust technical services, specialising in non-domicile and IHT planning. He also has experience of cross-border planning and the development of products for the UK high-net-worth market.

Event resources

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Useful links

Utmost has created a page on their website with the slides and CPD certificate

Slides and CPD certificate

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