The Utmost Tax and Trust Online
HowWow series

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

Utmost Tax And Trust Online - Episode 1

 

Episode 2: The order of gifting

Avoiding unforeseen IHT. Getting it right for clients that require more than one solution.

Utmost Tax And Trust Online - Episode 2

 

Episode 3: Solving trustee trials and tribulations

Looking at the tax and admin problems that trustees face.

Paraplanner Episode-3

Episode 4: Pension death benefits

Is passing the pension fund directly on to the spouse/ next generation the best option for all clients?

Paraplanner Episode-4

Episode 5: Family Investment Companies

A review of FICs to highlight considerations when choosing to create an investment company.

Paraplanner Episode-5