Paraplanner Assembly Events

THE UTMOST WEALTH SOLUTIONS AND PARAPLANNERS ASSEMBLY WEBINAR SERIES

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.

 

2020 WEBINAR SERIES

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).

Episode 1: Exploring UK tax basics

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.

  • Overview of different taxes
  • UK savings regime
  • Structure of bonds
  • Taxation of bonds
  • Myth busting
  • Reasons to use an offshore bond

Episode 2: A deep dive into Offshore bonds

Getting into the detail of offshore bonds. This episode will discuss:

  • Chargeable event regime
  • The power of gross roll up
  • Top slicing – basic and advanced
  • Update on the Sliver case with worked examples
  • Bonds vs GIA.

Episode 3: A bond is for life (and beyond)

This episode looks at the lifetime handling of bond discussing:

  • Dealing with an estate
  • What tax is due on a bond and who pays it?
  • Succession planning
  • How a Discounted Gift Trust can be used
  • Single life or joint life?
  • Using a loan trust
  • What about the grandchildren?

2019 WEBINAR EVENTS

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!

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