Online Assembly x Utmost: Family Investment Companies and budget tax changes Thursday 4 November 2021

What's it all about?

Please welcome back Utmost Wealth Solutions for the fourth and final instalment in a four part technical series. Yes, that’s right, FOUR whole deep dives into trusts and how they’re taxed.

So what have we got up our sleeve this time around?

This session will cover:

  • Budget announcements
  • Family Investment Companies
  • What the dividend and national insurance changes mean

Meet the panel

  • Richard Allum – MD of The Paraplanners and manages to run a few paraplanner events.
  • Steve Sayer – 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.

Q&A: When, where and how much?

Q: When and where will the event take place?
A: It takes place on our crowdcast channel here and is on Thursday 4 November, 1.00-2.00pm.

Q: What if I can’t make it to the event?
A: There’s good news. Book a spot and watch a replay of the session whenever it suits you.

Q: How do I book my place and, if so, how much does it cost?
A: It’s FREE. Head over to the channel by clicking the ‘BOOK NOW’ button on this page, and once there click ‘SAVE MY SPOT’ for the event.


PAST ASSEMBLY
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4th November 2021

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1:00pm

 
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