The Utmost Tax and Trust online Howwow series

While it may not be ‘back by popular demand’, it certainly is by popular demand that we are bringing you a new series of five online Howwows. Late last year we asked you what content you wanted us to try and bring to you. You’re an odd lot because you asked for more tax and trust content rolls eyes dramatically.

So, not ones to disappoint, we are over the moon to be partnering with Utmost Wealth Solutions to bring you….drum roll…The Utmost Tax and Trust online Howwows. And yes, you read that right. Howwows…plural….because there will be five of them.

So, turn the phone off, grab a bowl of popcorn, and take a legitimate duvet day, because here’s how the Utmost Tax and Trust online Howwows will break down into five glorious episodes:

five episodes

Episode 1: Wrapper taxation for individuals

Considering the different facets of the mainstream wrappers and how they could be used together to create efficient income. Aired 5 June 2018 – watch HERE.

Episode 2:  The order of gifting 

Avoiding unforeseen IHT. Getting it right for clients that require more than one solution.
Aired 12 June 2018 – watch HERE.

Episode 3: Solving trustee trials and tribulations

Looking at the tax and admin problems that trustees face. Aired 19 June 2018 – watch HERE.

Episode 4: Pension death benefits

Is passing the pension fund directly on to the spouse/next generation the best option for all clients? Aired 26 June 2018 – watch HERE.

Episode 5: Family Investment Companies

A review of FICs to highlight considerations when choosing to create an investment company. Aired 5 July 2018 – watch HERE.


And the stars of the show? Well, besides you (we had to say that, didn’t we?), the series will be brought to you by:


  •  Richard Allum – MD of The Paraplanners (and manages to run a few paraplanner events, Powwows and Howwows, or something like that)
  •  John Haley – 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.

Red button extras


Following the shows, Utmost will provide CPD certificates. You’ll find the link to this and the slides from episode in each event’s chatroom. This will take you to their website and where you put in your contact details, so they can send them to you, and they will ask if you are also OK for them to provide follow up communications but that’s up to you to decide.

Your questions answered
At the live events you can submit your questions before the episodes, on the day in the chat room or even in The Big Tent. Utmost will be hanging around to answer them.

On demand viewing
Of course, the episodes will be recorded so if you prefer to watch them in your own time, all in one go, then fill your boots.

Booking your spot on the Tax and Trust sofa

To make sure you don’t miss out on any episodes (it would be just awful if you missed an essential part of the plot or the season finale), register for each episode separately by clicking on the links above.