Wealth Planning for Global Families Insurance Bonds

Global Wealth Specialist, Julian Melling, discusses the reasons why global families need to plan for their future and why insurance bonds are a useful tool for this type of client.

Retirement Planning

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

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

John Haley
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

Maximising Tax Free Savings Allowances In Retirement

source: Financial Adviser , date: July 2017. John Haley discusses how offshore bonds can be one of many tax wrappers that can be used as part of a wider retirement strategy. Download the full article here

Barry Foster

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