Delivered by Utmost Wealth Solutions’ Technical Sales Manager, Steve Sayers and Richard Allum of Paraplanners Assembly.
The on demand videos enable you to watch a recording of the live sessions, at your convenience.
Each session also earns you CPD points, which you can obtain from us once the video has ended.
This series consisted of three sessions – The exploring of UK tax basics, a deep dive into Offshore bonds and why a bond for life (and beyond).
Looking for an introduction or useful refresher on UK tax for savings and particularly offshore bonds? This webinar takes it all the way back to the essentials.
Getting into the detail of offshore bonds. This episode will discuss:
This episode looks at the lifetime handling of bond discussing:
This series is split into three sessions – basic, Intermediate and advanced – so you can select the level you want to watch. However, each video has lots of good tips so we’d recommend you give all three a watch!
Thank you for taking the time to watch our webinar.
To obtain your CPD certificate, please email firstname.lastname@example.org confirming the webinar you watched.