A bond is for life (and beyond) – Episode 3

Beginner

Tax and trusts

Accredited

Video

Date:

Wednesday 4th November 2020

Location:

Online

Duration

59 MINS

Take a deep dive into the lifetime handling of a bond

Learning objectives

In this session we covered…

Dealing with an estate
What tax is due on a bond and who pays it?
Succession planning
How a Discounted Gift Trust can be used
Single life or joint life?
Using a Loan Trust
What about the grandchildren?

Speakers

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.