Utmost
Best Practice | 10 May 17
How to earn up to £140,000 of tax savings by 2020
Now that the start button for the phased introduction of the nil rate residential band has been pressed, John Haley, technical sales manager at Utmost Wealth Solutions, explains that there are “many holes to leap through” to achieve the biggest outcome.
FPI up for sale with Utmost Wealth ‘in the running’
Friends Provident International is up for sale with Utmost Wealth Solutions as the ‘most likely’ buyer, according to a source close to International Adviser.
Best Practice | 1 Mar 17
Life companies ‘hiding’ behind the Law of Agency
Life companies should better vet their advisers rather than hide behind the Law of Agency and claim they are not involved in any mis-selling that occurs, says Simon Willoughby, head of proposition at Utmost Wealth Solutions.
LCCG to launch UK life insurance company
Life Company Consolidation Group (LCCG) is to set up a new UK life insurance company to house the business it will acquire following the demutualisation of Reliance Mutual Insurance Society.
Utmost Wealth Solutions
Address: Royalty House, Walpole Avenue, Douglas, Isle of Man IM1 2SL, British Isles
Tel: +44 (0)1624 643 468 – Telephone calls may be recorded
Email: welcome@utmostwealth.com
Website: utmostwealth.com