In our second Utmost Technical Academy, Steve Sayer, Technical Sales Manager, will continue his exploration of the relevant property regime.

This will include a review of the March 2021 Budget and its impact on Family Investment Companies, GIAs and Investment Bonds

By the end of the session, delegates will be able to

Understand why the order of gifts is so important to minimise future principal charges

Understand and compare the benefits of Family Investment Companies and Investment Bonds

Discuss and explain this subject with a client in a clear and concise way

Apply this knowledge to appropriate, individual, client scenarios.

The event 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.

Relevant Property Regime (Part 2)