Bond gain update and planning tips

Intermediate
Tax and trusts
Accredited
Video
Date:

Wednesday 12th May 2021

Location:

Online

Duration

1 HRS 2 MINS

This is a deep dive into bond gains and planning tips.

Learning objectives

In this session we covered…

  • Refresher on the chargeable gains regime
  • Impact on personal allowance
  • Order of income in the tax calculation
  • Surrendering more than one bond in a tax year
  • Mixing on and offshore gains
  • Tax planning with under 18s

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

Download Materials

Here are the links you need from this event.

Slides: Bond gains Your CPD certificate

Share Event

Explore our resources

A Paraplanner's introduction to guaranteed income Products and providers
A Paraplanner's introduction to guaranteed income
Find Out More
A technical Q&A Hints and tips
A technical Q&A
Find Out More
Back to Basics - Building a suitable investment strategy and portfolio Investing
Back to Basics - Building a suitable investment strategy and portfolio
Find Out More
Back to basics: Economic fundamentals and the basics of investing Investing
Back to basics: Economic fundamentals and the basics of investing
Find Out More
Big Festive Paraplanner End of the Year Show Volunteer
Big Festive Paraplanner End of the Year Show
Find Out More
Case Study Investigation (CSI): IHT and trusts Tax and trusts
Case Study Investigation (CSI): IHT and trusts
Find Out More
See all Resources