Efficient Wealth Management with Investment Bonds

Utmost Wealth Solutions

Cover Photo




Efficient Wealth Management with Investment Bonds

By Utmost Wealth Solutions

Join Steve Sayer, our Technical Sales Manager, when he will examine how investment bonds can assist with efficient wealth management.

Using a number of case studies, Steve will consider:

• 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

Whether you regularly consider investment bonds within client portfolios or consider them infrequently, this promises to be a highly practical and useful reminder of some of the key attributes of investment bonds and how they can be used effectively to meet the wealth management needs of clients.

As a UK CPD qualifying event, this is an excellent opportunity for you to expand your knowledge and earn valuable CPD points.

Don’t worry if you can’t attend on the day, by registering you can still watch on demand later.

hosted by

Utmost Wealth Solutions

Open in Android app

for a better experience