Utmost Group

UK Budget Analysis Event for Professional Advisers With the recent UK budget announcement marking the first Labour Government “tough decisions” budget in 14 years, it’s crucial to understand the implications for financial planning. Join our Technical Sales Manager, Steve Sayer and Head of UK Technical Services, Simon Martin, as they delve into the practical challenges and opportunities this budget presents. Hosted by Marc Acheson, Global Wealth Specialist, this event isn’t just another budget commentary — we issued that yesterday. If you missed it, please see the link here: https://lnkd.in/eciAvkWY. Instead, Steve will provide a focused, hands-on analysis of the key planning insights for advisers, followed by an interactive Q&A session with Simon and Marc. Register now to secure your place and gain insights on navigating the new post-budget landscape. - https://lnkd.in/etg88VqP This event is exclusively for professional advisers. #UKBudget2024 #FinancialPlanning #ProfessionalAdvisers #TaxPlanning #BudgetAnalysis #WealthManagement #FinancialAdvisers #InvestmentStrategies #UtmostWealthSolutions

UK Budget 2024 Update for Advisers Following yesterday’s UK Budget announcement, our Global Technical team has prepared an in-depth summary specifically for professional advisers. This summary aims to guide you through the latest changes and help you identify valuable opportunities for your clients in today’s evolving financial landscape. In addition, we’ve updated our UK Tax Tables to reflect the latest changes, which you can access here: https://lnkd.in/eTMdRJHZ At Utmost Wealth Solutions, we’re committed to supporting advisers with the resources they need to stay informed and adapt to regulatory and economic developments. #UKBudget2024 #FinancialServices #UtmostWealthSolutions #TaxPlanning #WealthManagement

In wealth management, control is crucial—especially for high-net-worth clients seeking flexibility in how they manage their wealth. At Utmost Wealth Solutions, we are committed to offering investment solutions that are flexible and tailored to individual needs. In Part 2 of our interview with Investment International, our Head of Global Sales and Marketing, Stephen Atkinson, shares his insights into how control drives our approach to wealth management, and how our commitment to continuous investment and growth positions us as a leader in the industry. With significant milestones, including the integration of Quilter International and our future plans for the Lombard International acquisition, this video provides an inside look at how we continue to innovate and uphold our reputation as a trusted partner for financial advisers and their clients. Watch the full interview now to learn more! #WealthManagement #FinancialControl #ClientCommitment #HNW #UHNW #InvestmentSolutions #UtmostWealthSolutions #TailoredSolutions #Flexibility

You can’t beat a good case study or two for discovering and consolidating technical knowledge, insights and practical ideas. So you’re going to love this special episode in which Steve Sayer of Utmost Group explores not one, not two, but three case studies that – together – spotlight essential planning considerations for clients who have spent time overseas, and have invested abroad or hold offshore bonds. Listen to the latest podcast episode https://bit.ly/3zZghAx #Paraplanning #ParaplannersAssembly #CaseStudy #LearnFixShare #WealthSolutions

We were delighted to participate in the recent Hubbis Wealth Solutions Forum in Hong Kong. Our Utmost Wealth Solutions Hong Kong team—Mark Christal, Jason Pearce and Peter Tung— all shared invaluable insights on the key challenges faced by high-net-worth clients and demonstrated how our solutions can serve as essential tools for effective wealth planning. If you’re interested in learning more, reach out to our team to delve deeper into the three topics we covered on the day: (a) The Evolving HNW Insurance Market (b) Unlocking the Secrets of HNW Wealth: Mastering Sustainability and Management for the Modern Investor (b) Navigating UK Tax Changes in 2025 Connect with us to explore how Utmost Wealth Solutions can support your clients' wealth management journey. #WealthPlanning #PPLI #VUL #Hubbis

Our teams at Utmost International Isle of Man have been busy supporting the local community, raising over £3,000 for Craig's Heartstrong Foundation through events including the Parish Walk and bake sales. This donation will go towards screening approximately 40 people on the island, helping to detect and prevent heart-related issues. At Utmost, we’re proud to get behind causes like this as they make a real impact. As we look ahead, we're excited to support Wish Upon a Dream in our next fundraising initiative for the final quarter of the year. A huge thank you to everyone involved—your hard work is truly making a difference! #CommunitySupport #CharityFundraising #UtmostInternational #CraigsHeartstrongFoundation #IsleOfMan

Exciting News!   We are delighted to announce the launch of NAVIGATOR, our new quarterly technical briefing tailored for wealth advisers in the wealth management industry. Access the first edition of NAVIGATOR now > www.utmostnavigator.com.   In today’s fast-paced world, staying updated on the latest tax, legal and compliance developments is crucial. That’s why we’ve created NAVIGATOR – to keep you informed and ahead of the curve.   What to expect in NAVIGATOR: > Market Insights and Trends: Stay prepared with our Pulse tool, offering insights on upcoming regulatory, tax, and compliance changes. > Regulation and Compliance: Receive crucial and timely market updates > Technical Spotlight: Dive into key industry topics with our technical spotlights. > Country Focus: Explore country-specific articles and interviews. > Case Study Insights: Learn from practical examples on how life insurance can benefit your clients. > Upcoming Webinars and Events: Stay informed about our webinars and industry events where Utmost Wealth Solutions will be present.   #WealthManagement #TechnicalBriefing #Navigator #UtmostWealthSolutions #IndustryInsights

For HNW and UHNW individuals, wealth management is about more than just returns. It's about long-term security, stability, and growth. In a world of market volatility, choosing a wealth management provider with a proven track record of financial strength is essential.   We’re proud of our recent achievements — an A+ rating from Fitch and an A (Superior) rating from AKG. These milestones showcase our commitment to safeguarding wealth, even in the most complex international markets.   Watch this video featuring Stephen Atkinson, Global Head of Sales and Marketing, as he highlights the importance of these ratings and how they reflect our long-term vision, including the proposed acquisition of Lombard International Assurance.    #WealthManagement #FinancialStability #HNW #UHNW #Investment #FinancialStrength #UtmostWealthSolutions #FitchRating #AKGRating

Following our Best Offshore Product Provider Award in the Professional Paraplanner Awards 2024 earlier in the year, we are delighted to have once again been awarded the accolade of Best International Life Group (UK) in the 2024 Investment International Awards.   Thank you to everyone who voted for us and congratulations to all of the award winners! #awardwinning | #investmentinternational | #financialservice | #lifeassurance | #bestinternationallifegroupuk

Thank you to Sophós Advisors for hosting a great event and inviting our Utmost team to present. We look forward to future collaborations! Marc Acheson Caleb Duckworth Steve Sayer TEP