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THE UTMOST EXPLORATION OF INVESTMENT BONDS ASSEMBLY SERIES

This series is 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 and are 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!

 

Episode 1: Basic exploration of investment bonds

  • Life assurance vs capital redemption bonds
  • Jurisdictions: Isle of Man vs Ireland
  • Brexit
  • Who needs a bond?
  • Tax within the  bond
  • Tax paid by the bond holder
  • Bond withdrawals
  • ‘New’ top slicing rules

Supporting Material

Episode 2: Intermediate exploration of investment bonds

  • Life assurance vs capital redemption bonds
  • Jurisdictions: Isle of Man vs Ireland
  • Brexit
  • Who needs a bond?
  • Tax within the  bond
  • Tax paid by the bond holder
  • Bond withdrawals
  • ‘New’ top slicing rules

Supporting material

Case study

Solution

Episode 3: Advanced exploration of investment bonds

  • Disregarded assets
  • Updated top slicing guidance
  • Maximising top slicing advantage with detailed case study
  • Time Apportion Relief (pre & post 2016)
  • Planning for UK resident non domicile clients
  • Bonds & retirement income strategies

Supporting material

Case study

Solution