Aug
21
12:00pm
Utmost intermediate exploration of investment bonds - Episode 2
By Paraplanners' Assembly
After last year's online Howwow series with Utmost, we've had more requests for a deeper dive into the workings of investment bonds. So, we're very happy to be working again with Utmost to explore this topic in a three episode series focussing on this topic.
What's your starting point?
Whether you're dipping your toes into this topic for the first time, or a seasoned investment bond boffin, there's something in this series for you. We've divided the topic into three sessions - basic, intermediate and advanced - so you can select the level you want to watch. However, there are lots of good tips in each session so we'd recommend watching them all.
Case studies
Case studies for episodes 1 - 3 can be found here. Solutions will be shared on this website after the events.
Starring...
The series will be brought to you by:
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- Richard Allum - MD of The Paraplanners (and manages to run a few paraplanner events, Powwows and Howwows, or something like that)
- Steve Sayer- Utmost Wealth Solutions' Technical Sales Manager with over 20 years’ experience in the international life assurance sector. During this time he has provided tax and trust technical services, specialising in non-domicile and IHT planning. He also has experience of cross-border planning and the development of products for the UK high-net-worth market.
So what will we be banging on about?
This episode
Episode 2: Intermediate exploration of investment bonds on 21 August, 2019
- Part surrenders vs full surrenders
- Tax due dates
- Combining part & full surrenders
- Policy years & tax years
- Deficiency relief
- Loss of personal allowance
- Recent Court rulings on 'disproportionate' cases
- Personal Portfolio Bonds
- Assignments
- Loans
Airing on 21st August 2019.
Upcoming episodes
Episode 3: Advanced exploration of investment bonds on 28 August, 2019
- Disregarded assets
- Updated top slicing guidance
- Maximising top slicing advantage with detailed case study
- Time Apportion Relief (pre & post 2016)
- Planning for UK resident non domicile clients
- Bonds & retirement income strategies
Airing on 28th August 2019.
Previous episodes
Episode 1: Basic exploration of investment bonds
- Life assurance vs capital redemption bonds
- Jurisdictions: Isle of Man vs Ireland
- Brexit (arghhh)
- Who needs a bond?
- Tax within the bond
- Tax paid by the bond holder
- Bond withdrawals
- 'New' top slicing rules
Aired on 14th August 2019.
CPD
Utmost will be providing CPD certificates. We'll pop a link in the chatroom at the end of each episode. This will take you to the Utmost website where you will need to add your contact details for it to be sent to you. They will also ask if you are OK for them to provide follow up communications but that's up to you to decide.
Your questions answered
You can submit your questions before the episodes, on the day in the chat room or even in The Big Tent. Utmost will be hanging around to answer them.
On demand viewing
Of course, the episodes will be recorded so if you prefer to watch them in your own time, all in one go, then fill your boots.
Booking your spot on the investment bond sofa
To make sure you don't miss out on any episodes, register for each episode separately.
Register here
So come and join us just click the 'save my spot' button.
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Got a question? Try these answers on for size
How does this Howwow Online thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the Howwow just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the Howwow on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it to the Howwow?
Just sign-in and view a recording of the session whenever it suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the Howwow, book a spot and add a question beforehand, the panel will then answer it during the event.
Where are the case studies?
We'll share these in advance on. They'll also be available on Utmost's website. We'll post links here when they are available.
Can I suggest a Howwow topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online Howwows?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming Howwow listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Powwows vs Howwows - what's the difference?
Here's the Powwow lingo. Powwows are informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.
Got that? But there's more. Where Powwow gatherings are on a number of topics, Howwows are for those times when we want to focus on ONE topic in particular and, in depth.
Sometimes we meet in person, and sometimes we just like a good chinwag online. Enter Howwows Online.
You can find out more about Powwows or see a full list of all events here.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to [email protected].
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on Powwow happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
hosted by
Paraplanners' Assembly
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