Oct
21
12:00pm
A deep dive into offshore bonds - Episode 2
By Paraplanners' Assembly
We're really pleased to welcome back Utmost Wealth Solutions for another new series featuring three online Assemblies. Yes, that's right, three whole new episodes focussing on:
- Exploring UK tax basics
- An Offshore bonds deep dive
- A bond is for life (and beyond)
There's going to be lots of good tips in each session, so we'd recommend registering for each episode separately so you don't miss a thing. Here's all the details on what you can expect...
This episode
Episode 2 - Offshore bonds deep dive
Let's get into the detail of offshore bonds. We're going to discuss:
- Chargeable event regime
- The power of gross roll up
- Top slicing - basic and advanced
- Update on the Silver case with worked examples
- Bonds vs GIA
Airing on 21st October 2020.
Upcoming episodes
Episode 3 - A bond is for life (and beyond)
Join us as we look at the lifetime handling of a bond:
- Dealing with an estate
- What tax is due on a bond and who pays it?
- Succession planning
- How a Discounted Gift Trust can be used
- Single life or joint life?
- Using a Loan Trust
- What about the grandchildren?
We'd also recommend watching this video for the session.
Airing on 4th November 2020.
Previous episodes
Episode 1 - Exploring UK tax basics
Looking for an introduction or useful refresher on UK tax for savings and especially offshore bonds? Look no further.
- Overview of different taxes
- UK savings regime
- Structure of bonds
- Taxation of bonds
- Myth busting
- Reasons to use an offshore bond
Aired on 13th October 2020.
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,
- 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.
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 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 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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