UTMOST TECHNICAL ACADEMY WEBINAR SERIES
Our Utmost Technical Insights are a useful resource for you to keep up to date with UK taxation and trusts, to aid in improving outcomes for clients.
Our Technical team present a range of webinars, covering topics including succession planning, taxation and planning with investment bonds, top-slicing and portability.
Each webinar is worth 60 minutes of CPD. Once you have watched the webinar email [email protected] to obtain your CPD.
Efficient Wealth Management with Investment Bonds | Part 2
28/02/2024
Are you au fait with some of the more niche taxation issues relating to investment bonds, especially on part and full surrenders in the final insurance year?
Do you understand deficiency relief and why it can result in a reduced tax liability for the policyholder?
Join our Technical Sales Manager, Steve Sayer, as he continues his examination of the role of offshore bonds in efficient wealth planning.
Efficient Wealth Management with Investment Bonds
31/01/2024
Join our Technical Sales Manager, Steve Sayer, as he examines how investment bonds can assist with efficient wealth management.
Steve considers:
- The basic structure of an offshore bond and their use in UK tax planning
- Life assurance and capital redemption options
- Some of the main investment bond taxation issues, especially on surrender
- Offshore bond taxation basics
An engaging Q&A was held by Steve, who is joined by Simon Martin, Head of UK Technical Services.
IHT Charges on Trusts
27/09/2023
Join our Technical Sales Manager, Steve Sayer to explore the subject on IHT Charges on Trusts for professional advisers:
- Understand the calculation of IHT charges applicable to relevant property trusts, including Loan Trusts and Discounted Gift Trusts
- Discuss and explain this subject with a client in a clear and concise way
- Apply this knowledge to appropriate, individual, client scenarios
An engaging Q&A was held by Steve, who is joined by Simon Martin, Head of UK Technical Services.
Top-Slicing Relief Update
26/07/2023
Join Steve Sayer, our Technical Sales Manager, as he covers some concepts on Investment Bond Taxation including:
- A recap of how Top-Slicing Relief works
- The changes to the calculations of Top-Slicing Relief following HMRC clarification
- How this may impact planning opportunities
An engaging Q&A was held by Steve, who is joined by Simon Martin, Head of UK Technical Services.
Nil Rate Band Planning
07/06/2023
Connect with Steve Sayer, the Technical Sales Manager, as he provides guidance on how you can take advantage of Nil Rate Band Planning.
Steve covers Nil Rate Band Planning opportunities including:
- During Lifetime
- Spouses and civil partners
- First death vs second death use of the transferrable NRB
An engaging Q&A was held by Steve, who is joined by Simon Martin, Head of UK Technical Services.
Loan Trust, Deep Dive
03/05/2023
Join Steve Sayer, Technical Sales Manager, as he provides an eye-opening session that with valuable insights into how Loan Trusts can benefit you and your clients.
Steve explores:
- Creative ways to apply Loan Trusts
- How they can be useful for IHT planning
- The opportunities and pitfalls of using them
Steve is joined by Simon Martin, Head of UK Technical Services and John Albon, Taxation and Trust Specialist for an interactive Q&A.
Bonds, the Budget and Beyond
29/03/2023
Join Steve Sayer, Technical Sales Manager, as he considers the impact of Jeremy Hunt’s 15 March Budget.
Hosted by Marc Acheson, Global Wealth Specialist, Steve is joined by Simon Martin, Head of UK Technical Services, and John Albon, Taxation and Trusts Specialist for an interactive Q&A
This is another insightful Utmost technical webinar for professional advisers and qualifies for UK CPD.
Expats in France
22/02/2023
Join us for the final part of our three-part webinar series for professional advisers focusing on our expatriate solutions in Europe, where this time we look at France.
David Matthews, Head of Sales UK and Europe (Expat), Simon Baker, Europe Area Sales Manager and Krystel Gillard, Tax and Legal Counsel – France take an in-depth look at our expatriate solution for the French market and will also provide an update on the latest tax and technical news for expats in France.
EXPATS IN SPAIN
09/02/2023
Join us for the second part of our three-part webinar series for professional advisers on our expatriate solutions in Europe, where we focus on Spain.
David Matthews, Head of Sales UK and Europe (Expat), Mark Gelling, Europe Area Sales Manager and Nerea Llona, Tax and Legal Counsel – Spain and LatAm will take an in-depth look at our expatriate solution for the Spanish market and will also provide an update on the latest Spanish tax news.
EXPATS IN PORTUGAL
26/01/2023
Join David Matthews, Head of Sales UK and Europe (Expat) for the first of a three-part webinar series for professional advisers focusing on our expatriate solutions in Europe.
Starting in Portugal, David is joined by Simon Baker, Europe Area Sales Manager and Mafalda Cesário, Head of Tax and Legal – Portgual/ Brazil as they take an in-depth look at our expatriate solution for the Portuguese market and also provide an update on the latest tax and technical news for expats in Portugal.
DISCOUNTED GIFT TRUSTS – HANDS ON
18/10/2022
Join Steve Sayer, Technical Sales Manager, for the second of two webinars for professional advisers on planning with Discounted Gift Trusts.
In this event, Steve will take a more hands on look at Discounted Gift Trusts and how they can benefit your clients using various case studies and scenarios.
Steve is joined by Marc Acheson, Global Wealth Specialist, Simon Martin, Head of UK Technical Services and John Albon, Taxation and Trusts Specialist, for an interactive Q&A session
AN IN-DEPTH LOOK AT DISCOUNTED GIFT TRUSTS
21/09/2022
Join Steve Sayer, Technical Sales Manager, for the first of two webinars for professional advisers on planning with Discounted Gift Trusts.
In this webinar, Steve will take an in-depth look at Discounted Gift Trusts including their use in mitigating IHT, their place in the overall planning strategy and when your clients should use them.
Steve is joined by Marc Acheson, Global Wealth Specialist, Simon Martin, Head of UK Technical Services and John Albon, Taxation and Trusts Specialist, for an interactive Q&A session
THE ROLE OF THE PERSONAL REPRESENTATIVE
20/07/2022
Join Steve Sayer, our Technical Sales Manager, as he considers the role of the Personal Representative on winding up an estate, focusing on the taxation of investment bonds post death and look in detail at Disclaimers and Variations, including planning opportunities.
ADDITIONS TO BONDS IN TRUST
22/06/2022
In this event for professional advisers, we explore some of the ways in which additions can be made to bonds in trust, enabling you to discuss the options with your clients.
WHAT DOES PORTABILITY REALLY MEAN? | UK TO FRANCE AND ITALY
11/05/2022
Join our international legal and technical experts to hear about the complexities of international cross border planning and the benefits of getting the planning correct. In this session the team will explore what needs to be done to successfully achieve portability for transferring a UK life insurance product to France or Italy.
WHAT DOES PORTABILITY REALLY MEAN? | UK TO PORTUGAL AND SPAIN
04/05/2022
Join our international legal and technical experts to hear about the complexities of international cross border planning and the benefits of getting the planning correct. In this session the team will explore what needs to be done to successfully achieve portability for transferring a UK life insurance product to Portugal or Spain.
UK TOP-SLICING RELIEF | THE APPLICATION
09/03/2022
In this second part of our UK Top-Slicing special, Steve will consider several examples of its calculation and how an investment bond can be used in the wealth planning process.
UK TOP-SLICING RELIEF | THE THEORY
02/03/2022
In the first part of our UK Top-Slicing special event for professional advisers, Steve will demystify the sometimes challenging theory behind UK Top-Slicing Relief.
UK TRUST REGISTRATION SERVICE
26/01/2022
Steve explores the UK Trust Registration Service (TRS) including recent updates. The TRS will affect clients who have UK express trusts or UK taxable trusts, or are considering settling trusts in the future as part of their wealth transfer planning. Advisers will need to make sure they consider and understand the necessary registration requirements (where applicable) and the respective registration deadlines.
PLANNING WITH INVESTMENT BONDS – PART 2
23/09/2021
Steve builds on the content from part 1 and explores further planning opportunities using Investment Bonds.
PLANNING WITH INVESTMENT BONDS – PART 1
16/09/2021
Steve explores the planning opportunities for overseas Investment Bonds, using case study examples to demonstrate how a bond can be potentially passed down the generations of a family.
RELEVANT PROPERTY REGIME – PART 2
21/04/2021
Steve continues his exploration of the relevant property regime. This includes a review of the March 2021 Budget and its impact on Family Investment Companies, GIAs and Investment Bonds.
RELEVANT PROPERTY REGIME – PART 1
14/04/2021
Steve hosts an informative technical session on trusts and inheritance tax including an in-depth review of the relevant property regime.
BONDS FOR SUCCESSION PLANNING
24/06/2020
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.
TOP SLICING
17/06/2020
Steve reviews top slicing relief following the 2020 UK Budget, looking at several examples of its calculation and why an investment bond can be so tax efficient.
HOLDING STRUCTURES
03/06/2020
Steve examines holding structures for Investments, Onshore Bonds, Offshore Bonds and GIAs.
UK TAXATION AND BONDS
27/05/2020
Steve provides an overview on UK taxation and bonds including how portfolio bonds are structured.