Please click on the links below to take you to relevant area of the Utmost website.
This technical support is in the form of face to face seminars and workshops (including the Utmost Technical Academies), technical content (in the form of our technical briefings and guides) and practical support for complex cases.
Guides & Forms
More information on our products and services.
Trusts & Trustee Service
Help your clients manage and pass on wealth to their families. Our trusts could play an important role in your clients' UK inheritance tax (IHT) planning.
Technical guides & sales aids
Browse our library of technical material, designed to support you and your clients.
Articles and industry updates
At Utmost our technical experts produce regular timely and topical industry updates and articles
At Utmost we appreciate that trust cases can be complex, therefore uTAS provides an independent assessment of individual trust cases you may be working on for your clients.
Utmost: Are you ready for the drop?
Mar 21, 2018
The dividend allowance is due to drop from £5,000 to £2,000 on the 6 April 2018. What could this mean for your clients in receipt of dividend income? more...
Utmost Wealth Solutions: Wealth of Difference
Mar 8, 2018
There has been a lot of recent market commentary around consolidation in the offshore bond market. But there is a ‘Wealth of Difference’ between companies with a highly active open book acquisition strategy, and those that are simply looking to add business to their already closed book. One should also be wary of ‘failed’ consolidators, i.e. those who managed to acquire a smaller competitor business, but then have failed to acquire anything further. more...
The Utmost Technical Academies are back for 2018
Jan 18, 2018
Following the successful schedule of academies in 2017, Utmost are delighted to announce the dates for the first series of their 2018 programme. The forthcoming series is titled Financial Planning with Trusts and focuses on the different types of trusts in the financial planning environment. more...
Utmostwealth solutions: Quick guide to trusts
Nov 20, 2017
Hot off the press! Quick guide to Trusts sales aid which addresses the common misconceptions and issues faced by a trustee. To download this sales aid click the link. For further details on our professional trust company please contact your Regional Sales Manager or email firstname.lastname@example.org More great technical content is available via our uTECH site. more...