Our half yearly Utmost Technical Academies have had a digital make over, so you can watch our technical experts on demand.
Steve Sayer, our Technical Sales Manager presents 4 technical presentations, which cover a range of topics on the use and treatment of bonds in wealth planning in the UK.
Steve is joined by our Technical Services Manager, Simon Martin, and Taxation and Trust Specialist, John Albon, for an interactive question and answer session at the end of each webinar.
In part one of our Technical Academies for professional advisers, Steve will provide an overview on UK taxation and bonds including how portfolio bonds are structured.
Steve examines holding structures for Investments, Onshore Bonds, Offshore Bonds and GIAs.
Steve reviews top slicing relief following the UK Budget, looking at several examples of its calculation and why an investment bond can be so tax efficient.
In the final Academy of the series Steve looks at bonds for generational and succession planning, including looking at post death tax liabilities and post death variations, with case studies.