Tax and trusts: Wrapper taxation for individuals

Intermediate
Tax and trusts
Accredited
Video
Date:

Tuesday 5th June 2018

Location:

Online

Duration

55 MINS

Considering the different facets of the mainstream wrappers and how they could be used together to create efficient income.

Learning Objectives

In this session we covered…

  • Considering the different facets of the mainstream wrappers and how they could be used together to create efficient income.

Speakers

1
John Haley
Utmost Wealth Solutions

Utmost Wealth Solutions' Technical Sales Manager with nearly 30 years in financial services. John is a Fellow of both the Personal Finance Society and the Chartered Institute for Securities & Investments, as well as being a Chartered and Certified Financial Planner.

Event resources

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Slides and CPD certificate

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