In the second part of this Utmost Technical Academy, our Technical Sales Manager, Steve Sayer, will build on the content of part 1 and explore further planning opportunities using investment bonds.

When a new policy might be advantageous for new premiums

When an existing policy might be advantageous for new premiums

How an Investment Bond can be useful if a policyholder changes residency

Once again we will conclude with a Q&A session, when Steve will be joined by Simon Martin, Head of UK Technical Services and John Albon, Taxation and Trusts Specialist.’

Planning with Investment Bonds - Part 2