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Top slicing relief: Planning strategies

Tax and trusts

Wednesday 16th November 2022





Steve Sayer from Utmost Wealth Solutions joined us for the second of two online Assemblies tackling the issue of top slicing relief.

In the first Assembly – held on 29 June this year – Steve invited us to look at more technical considerations and calculations.

In this second session, he took a look at planning strategies for top slicing relief. The session covered:

  • How to avoid trustee rates of tax on gains
  • When should new money top up an existing bond or go into a new bond?
  • How to apply time apportionment relief
  • How to plan for ongoing income

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Steve Sayer

Steve is Utmost Wealth Solutions' Technical Sales Manager and has 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.

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