Efficient Wealth Management with Bonds Part 2

Utmost Wealth Solutions

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Efficient Wealth Management with Bonds Part 2

By Utmost Wealth Solutions

Join Steve Sayer, Technical Sales Manager, for this webinar for professional advisers when he will continue his examination of the role of offshore bonds in efficient wealth planning.

  • 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?
In this session Steve builds on our previous webinar (www.crowdcast.io/c/bonds) and will consider the structure of offshore bonds and their uses in the UK tax planning environment.

Steve will once again use a number of case studies to delve into some of the more detailed aspects of offshore bond taxation and the planning opportunities that arise.

Register now!

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

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