Join us for another informative Utmost Technical Academy, when our Technical Sales Manager, Steve Sayer, will explore the planning opportunities for overseas investment bonds.

Steve will use a case study example to demonstrate how a bond can be potentially passed down the generations of a family.

Single and joint settlor discounted gift trusts

The event will conclude with a Q&A session, when Steve will be joined by Simon Martin, Head of UK Technical Services and John Albon, Taxation and Trusts Specialist to discuss any questions you may have.

Planning with Investment Bonds - Part 1