Looking at how you build and manage your SRI/ESG strategy
Learning objectives
In this session we covered…
- Chargeable event regime
- The power of gross roll up
- Top slicing – basic and advanced
- Update on the Silver case with worked examples
- Bonds vs GIA
Offshore bonds deep dive – Episode 2
Beginner
Tax and trusts
Accredited
Video
Date:
Wednesday 21st October 2020
Location:
Online
Duration
1 HRS 1 MINS
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.
Event resources
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