Following our win at the Professional Paraplanner Awards for Best Offshore Provider, our Head of UK and Expatriate Sales, Richard Mabey, was invited to take part in a Winners Spotlight Interview with the publication.
Discover practical insights into how wrapped investments can mitigate the impact of higher capital gains tax (CGT), ease the administration burden, and offer a high degree of flexibility. Hosted by Marc Acheson, Global Wealth Specialist, join […]
In anticipation of the upcoming Spring Statement, Marc Acheson examines the potential levers the Chancellor might pull amid a gloomy economic outlook, while reflecting on the fallout from the measures announced at the Autumn Statement. What […]
Stay ahead of the latest UK tax changes with our expert-led webinar, now available on demand. As UK taxation continues to evolve, professional advisers must stay informed about the key updates and their implications for financial […]
By Simon Martin, Head of UK Technical Services at Utmost Wealth Solutions for International Adviser Financial intermediaries supporting high-net-worth (HNW) clients will still be exploring the nuances of the 2024 Autumn Budget, especially the intricacies around […]
With Rachel Reeves, the newly appointed UK Chancellor, delivering her first Budget Statement since July’s general election, our UK Technical Services Team has created a concise summary of the primary highlights and wealth planning considerations. Among […]
Join Utmost Global Wealth Specialist, Marc Acheson and special guest Helen Miller, Deputy Director of the Institute of Fiscal Studies, to discuss the upcoming UK budget. This much anticipated session will cover: WATCH HERE
Join Technical Sales Manager, Steve Sayer as he examines the role that trusts play in effective financial planning.
Join Utmost Global Wealth Specialist, Marc Acheson, and Professor Matthew Goodwin as they discuss the UK general election set for 4 July. This event is a must-attend for professional advisers seeking expert perspectives, including: Watch here
Wholesale proposed changes to the Resident Non-Domicile Regime, and a new Foreign Income and Gains (FIG) Regime, have created uncertainty for UK resident non-domiciled individuals.
Are you au fait with some of the more niche taxation issues relating to investment bonds, especially on part and full surrenders in the final insurance year? Do you understand deficiency relief and why it can […]
Utmost Global Wealth Specialist Marc Acheson partners with Ceri Vokes, Partner at Withers, to delve into the future of the RND regime as the UK approaches a general election. Explore: Watch here
Join our Technical Sales Manager, Steve Sayer, as he examines how investment bonds can assist with efficient wealth management. This is a highly practical and useful reminder of the key attributes of an investment bond. In […]
Last year, in collaboration with Paraplanners’ Assembly, our Technical Sales Manager, Steve Sayer and Richard Allum of the Paraplanners’ Assembly, presented three webinars tailored specifically for their members. Our focus was on three key areas: Personal Tax, Loan Trusts and Discounted Gift […]
Join our Technical Sales Manager, Steve Sayer, as he examines how investment bonds can assist with efficient wealth management. Steve considers: An engaging Q&A was held by Steve, who is joined by Simon Martin, Head of […]
Join Professor Matthew Goodwin and Marc Acheson, Utmost Global Wealth Specialist, as they analyse the UK political landscape approaching a general election year. They will discuss polling trends, draw lessons from past elections, and identify key […]
Join our Technical Sales Manager, Steve Sayer to explore the subject on IHT Charges on Trusts for professional advisers: An engaging Q&A was held by Steve, who is joined by Simon Martin, Head of UK Technical […]
Join Steve Sayer, our Technical Sales Manager, as he covers some concepts on Investment Bond Taxation including: An engaging Q&A was held by Steve, who is joined by Simon Martin, Head of UK Technical Services. Watch […]
Connect with Steve Sayer, the Technical Sales Manager, as he provides guidance on how you can take advantage of Nil Rate Band Planning. Steve covers Nil Rate Band Planning opportunities including: An engaging Q&A was held […]
Join Steve Sayer, Technical Sales Manager, as he provides an eye-opening session with valuable insights into how Loan Trusts can benefit you and your clients. Steve explores: Steve is joined by Simon Martin, Head of UK […]
Join professor Matthew Goodwin and Dan Neidle, founder of Tax Policy Associates as they discuss polling trends and the likelihood of a new government as we approach the next general election, what that might mean for […]
Brendan Harper | Head of Asia and UHNW Technical Services | Utmost Wealth Solutions In my experience of dealing with globally mobile clients, a major challenge is the classification of assets and the structures that have […]
Join Steve Sayer, Technical Sales Manager, as he considers the impact of Jeremy Hunt’s 15 March Budget. Hosted by Marc Acheson, Global Wealth Specialist, Steve is joined by Simon Martin, Head of UK Technical Services, and […]
You don’t want to miss out on valuable insights from our UK Technical team. They have put together an informative briefing that covers all the changes of the past year – including those related to pensions. […]
Have you thought about this suitability advice game-changer? In our latest Utmost Insights article, Stephen Atkinson, Global Head of Sales at Utmost Wealth Solutions, sets out the likely impact of the recent interest rate rises and […]
Join us for the second part of our three-part webinar series for professional advisers on our expatriate solutions in Europe, where we focus on Spain. David Matthews, Head of Sales UK and Europe (Expat), Mark Gelling, Europe […]
Join David Matthews, Head of Sales UK and Europe (Expat) for the first of a three-part webinar series for professional advisers focusing on our expatriate solutions in Europe. Starting in Portugal, David is joined by Simon […]
The United Kingdom (the ‘UK’) left the European Union (the ‘EU’) on 31 January 2020 with a withdrawal agreement. In the final week prior to the end of the transition period (ending 31 December 2020) a trade deal was then negotiated between the UK and the EU.
Join Steve Sayer, Technical Sales Manager, for the first of two webinars for professional advisers on planning with Discounted Gift Trusts. In this webinar, Steve will take an in-depth look at Discounted Gift Trusts including their […]
Join us as we consider the role of the Personal Representative on winding up an estate, focusing on the taxation of investment bonds post death and look in detail at Disclaimers and Variations, including planning opportunities. […]
In his latest article for financial advisers, David Matthews, Head of Sales UK and Europe Expatriate markets, considers the use of insurance products in financial planning and discusses the relative merits of life insurance and capital redemption bonds.
In this event for professional advisers, we explore some of the ways in which additions can be made to bonds in trust, enabling you to discuss the options with your clients. The session is followed by […]
The UK is widely recognised as an attractive jurisdiction in respect of global migration and has an appealing non-domicile regime. As a result, private client planners in the UK often find themselves dealing with clients who […]
The UK is widely recognised as an attractive jurisdiction in respect of global migration and has an appealing non-domicile regime. As a result, private client planners in the UK often find themselves dealing with clients who […]
In his latest article for financial advisers, David Matthews, Head of Sales UK and Europe Expatriate markets, outlines the characteristics of clients whose future estates could be subject to IHT and discusses the £5bn estate planning opportunity. […]
In the first part of our UK Top-Slicing special event for professional advisers, Steve Sayer, our Technical Sales Manager, will demystify the sometimes challenging theory behind UK Top-Slicing Relief. Marc Acheson, Global Wealth Specialist, Simon Martin, […]
In his latest article, David Matthews, our Head of UK Sales explores some key points around trusts and how they can be employed as part of a holistic financial planning strategy. Read the article here
Steve Sayer, our Technical Sales Manager explores the UK Trust Registration Service (TRS) including recent updates. The TRS will affect clients who have UK express trusts or UK taxable trusts, or are considering settling trusts in […]
14 January 2022 We hope that all of our partners and advisers have enjoyed a positive and productive start to 2022. In this article, Stephen Atkinson, Global Head of Sales and Marketing, takes a look back […]
In our latest article for professional advisers, David Matthews, Head of UK Sales, discusses the factors influencing the increasing need for effective IHT planning, and some of the options available when considering intergenerational wealth transfer. Read […]
Our Head of UK Technical Services, Simon Martin, gives his thoughts about the content of the UK Budget in respect of financial planning. Read the article here
Following Wednesday’s UK Budget announcement, our Technical team have produced a comprehensive briefing which looks at the key developments and what they might mean for our business and advisers. Access the Budget Briefing here, along with […]
Our regular experts, Professor Matthew Goodwin and Megan Greene reflect on progress and events over the last number of months and assess the key factors which will impact the political and economic landscape for the rest […]
Over the past two decades, Ireland has emerged as one of the leading cross border life assurance jurisdictions. Ireland’s success is driven by its position in the EU, giving access to EU markets, as well as […]
We are pleased to announce that Utmost Wealth Solutions has won the Professional Paraplanner Award for Best Offshore Product Provider. A record number of paraplanners in the UK voted in the Professional Paraplanner Awards 2021. This […]
Is there evidence that inflation is transitory and won’t stifle economic fortunes? What will drive global taxation? What are global attitudes to taxation, such as wealth taxes? How do these factors affect government approaches to building […]
We are proud to announce that Utmost Limited have recently become an Isle of Man UNESCO BIOSPHERE PARTNER! After successfully completing the application process, outlining our sustainability and community initiatives and our commitments and ambitions going […]
In his latest article, Stephen Atkinson, Global Head of Sales and Marketing at Utmost Wealth Solutions, explores how the pandemic is now shaping our partners and clients’ wealth planning considerations over the short to medium term. […]
Ever wondered what the top 10 advantages of overseas investment bonds held in trust are? Our UK Technical team have created a briefing outlining these advantages as well as looking at the tax position depending on […]
Following the announcement that Utmost Group plans to acquire Quilter International, Fitch Ratings has affirmed Utmost PanEurope dac, Utmost Limited and Utmost Worldwide Limited at Insurer Financial Strength (IFS) Ratings at ‘A’ (Strong). Fitch has also […]
Utmost Wealth Solutions has received the highest overall satisfaction score for international business in the Defaqto UK Investment Bond Service Review 2021. New and existing business administration are noted as high up the list of service […]
On 6 April 2019 new legislation was passed in the UK in respect of the taxation of UK Property Rich Collective Investment Vehicles. This change meant that overseas insurers, such as Utmost, would potentially be subject […]
In the latest issues of the STEP Journal, our Head of EU and ROW Technical Services at Utmost International and STEP member, Brendan Harper discusses the benefits of private placement life insurance, enabling wealth planners to […]
2021 will be an interesting year for the wealth planning industry. In this article, published in the December STEP Journal, our Global Head of Sales Stephen Atkinson considers key current trends and the use of unit-linked […]
Please note that this communication is not the latest update from Utmost regarding Brexit. Please use the search function on our News page to find more recent updates. The United Kingdom (the ‘UK’) left the European […]
Following an eventful 2020, some of our global Wealth Solutions Sales and Technical team members would like to share their top predictions for 2021 from a selection of our key markets. We hope you enjoy the […]
Please note that this communication is not the latest update from Utmost regarding Brexit. Please use the search function on our News page to find more recent updates. The United Kingdom (the ‘UK’) left the European […]
In this Technical Briefing the Technical Services team look at the changes to the UK trust registration service due to the Fifth Money Laundering Directive. The changes will require UK express trusts, and certain other UK […]
On 4th November 2020 HMRC released a further consultation on new draft regulations in respect to the taxation of UK Property Rich Collective Investment Vehicles. If this legislation is enacted (as drafted) then overseas Insurers, such […]
Please note that this communication is not the latest update from Utmost regarding Brexit. Please use the search function on our News page to find more recent updates. The United Kingdom (the ‘UK’) left the European […]
Source: International Adviser UK edition. Paul Thompson, Group CEO of Utmost Group Limited discusses how the group’s Utmost Wealth Solutions business is progressing DOWNLOAD THE FULL ARTICLE HERE
Source: Financial Adviser , date: July 2017. John Haley discusses how offshore bonds can be one of many tax wrappers that can be used as part of a wider retirement strategy. DOWNLOAD THE FULL ARTICLE HERE
April 4, 2019 Barry Foster considers how clients can best plan in terms of investment selection and tax wrappers for a healthy financial retirement. DOWNLOAD THE FULL ARTICLE HERE