Jun
22
8:30am
Additions to Bonds in Trust
By Utmost Wealth Solutions
In this event for professional advisers, Steve will explore some of the ways in which additions can be made to bonds in trust, enabling you to discuss the options with your clients.
Steve will then be joined by Marc Acheson, Global Wealth Specialist, Simon Martin, Head of UK Technical Services and John Albon, Taxation and Trusts Specialist, for an interactive Q&A session
While you may be well-versed on this topic, the Utmost Technical Insights are always a useful refresher.
Don’t worry if you can’t attend the live event. You can use the same link to watch on demand later.
hosted by
US
Utmost Wealth Solutions