Nov
4
1:00pm
Online Assembly x Utmost: Family Investment Companies and budget tax changes
By Paraplanners' Assembly
What's it all about?
Please welcome back Utmost Wealth Solutions for the fourth and final instalment in a four part technical series. Yes, that's right, FOUR whole deep dives into trusts and how they're taxed.
So what have we got up our sleeve this time around?
This session will cover:
- Budget announcements
- Family Investment Companies
- What the dividend and national insurance changes mean
Got questions?
What with it being a online assembly, there are plenty of ways for you to get stuck in:
- Ask a question: If you tune in on the day, you can pop a question in the Q&A section or share your experiences in the chatroom
- @ us on twitter: If you can’t make the sessions but still want to ask something, send it to @ParaAssembly on twitter or email us here and we’ll see what we can do.
Meet the panel
📷
- Richard Allum - MD of The Paraplanners and manages to run a few paraplanner events.
- 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.
Our panel will join us on Thursday 4th November, at 1.00pm for this hour-long online chat.
Want to ask them a question on the topic already? Go on, once you've registered, pop your question under the Q&A section - don't wait for the event, or email us here, or ask in real-time on the day.
Join us by pressing the 'save my spot' button.
When is it?
This online gathering is on Thursday 4th November, 1.00-2.00pm. Can't make it? Then watch the replay, available just after the event finishes.
Just click the 'save my spot' button.
Missed any other episodes in the series?
Catch up on Episode One - Bond gain update and planning tips here.
Catch up on Episode Two - Family Investment Companies vs bonds and loan trust here.
Catch up on Episode Three - Trusts and relevant property regime
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Continue the chat
If you enjoyed that event, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss an event by...
Signing up for the Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
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Got a question? Try these answers on for size
How does this 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 event 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 events 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 event?
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 event, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online events?
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 event 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.
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 here.
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 our 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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