Join us for our upcoming Utmost Insights Webinar: Fiscal Drag and Its Growing Impact on Clients – How Investment Bonds can help.

The freezing of Income, Capital Gains and Inheritance tax allowances until April 2031 will lead to tax increases in real terms.

Join Steve Sayer as he examines what this means for clients and how careful planning can help to defer or reduce tax liabilities in the future.

In this practical session, hosted by Marc Acheson, Global Wealth Specialist, Steve will discuss:

What fiscal drag is and how it affects Income Tax, Capital Gains Tax and Inheritance Tax.

How frozen tax allowances can erode wealth over the long term.

The differences between wrapped and unwrapped investments and how they compare in practice.

The tax treatment, benefits and limitations of international investment bonds.

How an international investment bond can support efficient investment management.

Steve will then be joined by Simon Martin, Head of UK Technical Services, for an interactive Q&A session.

We hope you can join us for what promises to be an engaging and informative session!