After last year's online Howwow series with Utmost, we've had more requests for a deeper dive into the workings of investment bonds. So, we're very happy to be working again with Utmost to explore this topic in a three episode series focussing on this topic.

Whether you're dipping your toes into this topic for the first time, or a seasoned investment bond boffin, there's something in this series for you. We've divided the topic into three sessions - basic, intermediate and advanced - so you can select the level you want to watch. However, there are lots of good tips in each session so we'd recommend watching them all.

Case studies for episodes 1 - 3 can be found here.  Solutions will be shared on this website after the events.

Richard Allum - MD of The Paraplanners (and manages to run a few paraplanner events, Powwows and Howwows, or something like that)

Steve Sayer- Utmost Wealth Solutions' Technical Sales Manager with over 20 years’ experience in the international life assurance sector. During this time he has provided tax and trust technical services, specialising in non-domicile and IHT planning. He also has experience of cross-border planning and the development of products for the UK high-net-worth market.

Episode 3: Advanced exploration of investment bonds on 28 August, 2019

Maximising top slicing advantage with detailed case study

Planning for UK resident non domicile clients

Episode 1: Basic exploration of investment bonds

Life assurance vs capital redemption bonds

Episode 2: Intermediate exploration of investment bonds

Recent Court rulings on 'disproportionate' cases

Utmost will be providing CPD certificates. We'll pop a link in the chatroom at the end of each episode. This will take you to the Utmost website where you will need to add your contact details for it to be sent to you. They will also ask if you are 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.

Booking your spot on the investment bond sofa

To make sure you don't miss out on any episodes, register for each episode separately.

So come and join us just click the 'save my spot' button.

Got a question? Try these answers on for size

Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.

On the day of the Howwow just sign back in here. But, we'll also send a reminder email ten minutes before it starts.

On the tech side of things. Viewing the Howwow on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.

Just sign-in and view a recording of the session whenever it suits you.

Yes! As many as you can throw at our panel. Plus, if you can't make the Howwow,  book a spot and add a question beforehand, the panel will then answer it during the event.

Can I suggest a Howwow topic or be on the panel?

Absolutely, the more the merrier. Drop us an email.

You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.

There isn't an upcoming Howwow listed, when will the next one be?

Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.

Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.

Powwows vs Howwows - what's the difference?

Here's the Powwow lingo.  Powwows are informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.

Got that? But there's more. Where Powwow gatherings are on a number of topics,  Howwows are for those times when we want to focus on ONE topic in particular and, in depth.

Sometimes we meet in person,  and sometimes we just like a good chinwag online.  Enter Howwows Online.

You can find out more about Powwows or see a full list of all events here.

Actually, my question was on something else

Ooh, we like new questions. Just pop it in an email and send it on its merry way to how@paraplannerspowwow.co.uk.

One last question, what do you do with my details when I sign up?

Crikey, another good question! We’ll use your details to keep you posted on Powwow happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting.  We share information at an aggregate level with our supporters every now and then.

Please see our Privacy Policy here for details of how we will process your personal information.

Utmost advanced exploration of investment bonds - Episode 3