Advanced exploration of investment bonds – Episode 3

Advanced
Investing
Accredited
Video
Date:

Wednesday 28th August 2019

Location:

Online

Duration

1 HRS

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

Learning objectives

In this session we covered…

  • Disregarded assets
  • Updated top slicing guidance
  • Maximising top slicing advantage with detailed case study
  • Time apportion relief (pre and post 2016)
  • Planning for UK resident non-domicile clients
  • Bonds and retirement income strategies

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

Watch Video

Useful links

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

Slides and CPD certificate

Share Event

Explore our resources

Bond gain update and planning tips Tax and trusts
Bond gain update and planning tips
Find Out More
FE Analytics follow up Technology
FE Analytics follow up
Find Out More
Family Investment Companies and budget tax changes Tax and trusts
Family Investment Companies and budget tax changes
Find Out More
Exploring UK tax basics: Episode 1 Tax and trusts
Exploring UK tax basics: Episode 1
Find Out More
From theory to practical - Centralised Retirement Propositions (CRPs) Financial planning
From theory to practical - Centralised Retirement Propositions (CRPs)
Find Out More
Retirement planning - new era, new thinking Financial planning
Retirement planning - new era, new thinking
Find Out More
See all Resources