Utmost Wealth Articles Archive

Clarity of Vision

Source: International Adviser UK edition. Date: 17 October 2018 Paul Thompson, Group CEO of LCCG discusses how the groups Utmost Wealth Solutions business is progressing Download the full article here

Are you ready for the drop?

On the basis you have been able to manage Capital Gains Tax (CGT) liabilities along the way, collective investments essentially became a closer cousin of the ISA following the introduction of the dividend allowance. John Haley, Technical Sales Manager, discusses the dividend allowance drop due on the 6th April 2018 and what that means for … Continued

Bonds & the Finance Bill

source: Professional Paraplanner  date: December 2017 Simon Martin, Technical Services Manager, looks at two new legislative changes, included in the Finance Bill 2017-19, affecting taxation of withdrawals from life assurance policies and permissible linked assets. Download the full article here

Mixed Wrapper Tax Strategy

source: Professional Paraplanner  date: November 2017 John Haley examines ways to maximise tax-free savings allowances in retirement Download the full article here

Retirement Planning

source: Professional Paraplanner date: October 2017 Barry Foster considers how clients can best plan in terms of investment selection and tax wrappers for a healthy financial retirement. Download the full article here

OFFSHORE BONDS

source: Professional Paraplanner, date: September 2017 David Findlay discusses the benefits of offshore bonds when wealth and estate planning for UK-based clients. Download the full article here

THE GIFT THAT KEEPS ON GIVING

source: International Adviser, date: May 2017. Tax wrappers can make or break your pension pot, says Barry Foster of Utmost Wealth Solutions, and the more efficiently you invest the less you’ll need to save. Download the full article here

CHANGING LANDSCAPE OF IHT

source: Financial Adviser, date: April 2017. In February this year the Office of Tax Simplification (OTS) released a paper discussing the current complexity of the UK tax system. For people working in tax, some of the statistics cited in this paper were quite eye watering. Download the full article here