The Utmost Tax and Trust Howwows: Episode 1, Tuesday 5 June 2018

What's it all about?

While it may not be ‘back by popular demand’, it certainly is by popular demand that we are bringing you a new series of five online Howwows. Late last year we asked you what content you wanted us to try and bring to you. You’re an odd lot because you asked for more tax and trust content *rolls eyes dramatically*.

So, not ones to disappoint, we are over the moon to be partnering with Utmost Wealth Solutions to bring you….drum roll…The Utmost Tax and Trust online Howwows. And yes, you read that right. Howwows…plural….because there will be five of them.

So, turn the phone off, grab a bowl of popcorn, and take a legitimate duvet day, because here’s how the Utmost Tax and Trust online Howwows will break down into five glorious episodes:

This episode

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. Airing on 5th June 2018 – BOOK HERE.

Upcoming episodes

Episode 2:  The order of gifting 

Avoiding unforeseen IHT. Getting it right for clients that require more than one solution. Airing on 12th June 2018 – BOOK HERE.

Episode 3: Solving trustee trials and tribulations

Looking at the tax and admin problems that trustees face. Airing on 19th June 2018 – BOOK HERE.

Episode 4: Pension death benefits

Is passing the pension fund directly on to the spouse/next generation the best option for all clients? Airing on 26th June 2018 – BOOK HERE.

Episode 5: Family Investment Companies

A review of FICs to highlight considerations when choosing to create an investment company. Airing on 5th July 2018 – BOOK HERE.

Starring…

And the stars of the show? Well, besides you (we had to say that, didn’t we?), the series will be brought to you by:

  • Richard Allum – MD of The Paraplanners (and manages to run a few paraplanner events, Powwows and Howwows, or something like that)
  •  John Haley – Utmost Wealth Solutions’ Technical Sales Manager with nearly 30 years in financial services. John is a Fellow of both the Personal Finance Society and the Chartered Institute for Securities & Investments, as well as being a Chartered and Certified Financial Planner.

Red button extras

CPD 

Following the shows, Utmost will provide CPD certificates. You’ll need to head over to their website and put in your contact details, so they send them to you, and they will ask if you are also OK for them to provide follow up communications but that’s up to you to decide.

Your questions answered
You can submit your questions before the episodes, on the day in the chat room or even in The Big Tent. Utmost will be hanging around to answer them.

On demand viewing
Of course, the episodes will be recorded so if you prefer to watch them in your own time, all in one go, then fill your boots.

Q&A: When, where and how much?

Q: When and where will the Howwow take place?
A: This Howwow takes place on our crowdcast channel here and is on Tuesday 5 June, 1-2pm.

Q: What if I can’t make it to the Howwow?
A: That’s the good news. Book a spot and watch a replay of the session whenever it suits you.

Q: How do I book my place and, if so, how much does it cost?
A: It’s FREE. To make sure you don’t miss out on any episodes, register for each episode separately (the other events are linked above). Just head over to the Howwow channel by clicking the ‘BOOK NOW’ button on this page, and once there click ‘SAVE MY SPOT’ for this episode.


Calendar Icon

5th June 2018

Clock Icon

1pm

 
Supporter Icon

Supported by...

Just Logo
Transact Logo