Navigating Investment Structures: A deep dive into bonds, GIAs and FICs.

We look forward to welcoming you to an upcoming webinar exploring financial planning opportunities through a range of investment structures. In this highly practical briefing tailored for professional advisers, our experienced team will discuss:

A comparison of wrapped and unwrapped investments.

The taxation of General Investment Accounts (GIAs), Family Investment Companies (FICs) and investment bonds.

Choosing the most appropriate structure(s) to hold or link underlying investments.

Hosted by Marc Acheson, Global Wealth Specialist at Utmost, the session will feature insights from Steve Sayer, Technical Manager and Simon Martin, Head of UK Technical Services. Together, they’ll bring their deep expertise to a lively and engaging discussion.

As with all of our Utmost Insights webinars, you will also have the opportunity to ask questions and hear responses to common client queries.