26 Jan 2018

Dealing with assets on first death

Date: Friday 26 January | Time: 11:00am- 11:45am

Join Cathy Russell as she looks at the various ways in which the family home and other assets can be held, explaining what should be done after the ‘first death’ including dealing with the residence nil rate band.

7 Feb 2018

Collectives and Bonds

Date: Wednesday 7 February | Time: 11:00am - 11:45am

Choosing the right tax wrapper can pay dividends when it comes to lump sum investments. Paul Thompson takes an in-depth view at the options, comparing the use of collectives, such as unit trusts and OEICS, with onshore and international investment bonds.

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