The Utmost Tax and Trust Online
The series is delivered by our Technical Sales Manager John Haley and Richard Allum of The Powwow
Watching each episode live enables you to ask a question to the panel beforehand, but don’t worry if you are unable to make the live sessions hosted by Paraplanners Powwow, you can watch each session on our site after the event.
Each session also earns you CPD points, which you can obtain from us after each session.
Episode 1: Wrapper taxation for individuals
Considering the different facets of the mainstream wrappers and how they could be used together to create efficient income
Episode 2: The order of gifting
Avoiding unforeseen IHT. Getting it right for clients that require more than one solution.
Episode 3: Solving trustee trials and tribulations
Looking at the tax and admin problems that trustees face.
Episode 4: Pension death benefits
Is passing the pension fund directly on to the spouse/ next generation the best option for all clients?
Episode 5: Family Investment Companies
A review of FICs to highlight considerations when choosing to create an investment company.