Our recent webinar, hosted by Marc Acheson, Global Wealth Specialist and presented by Steve Sayer, Technical Sales Manager, is now available to watch on demand. This practical session was designed for professional financial advisers seeking to deepen their understanding of how different investment structures can support effective financial planning.
Key Topics Covered:
- Wrapped vs. Unwrapped Investments: A clear comparison to help advisers choose the right approach.
- Taxation of GIAs, FICs and Investment Bonds: Understand how each structure is taxed and the implications for clients.
- Selecting the Right Investment Structure: Guidance on choosing the most suitable wrapper or structure to hold or link underlying investments.
Steve was joined by Simon Martin, Head of UK Technical Services, for a live Q&A, offering valuable insights and answering adviser questions.