Investment Bonds can offer tax-efficient growth and flexible investment options. Combined with trusts, they can be useful for managing inheritance tax and requiring minimal tax reporting from the client. This can be an important part of a holistic long-term investment strategy.
We have partnered with Technical Connection to bring you a series of CPD videos and articles bringing to life the opportunities of Onshore Bond and other investment bonds.
Investment Bond training modules (Structured CPD)
Watch our training videos to understand if Investment Bonds could be a useful addition to your clients’ portfolio.
Transcript for video Module 1: Investment Bonds In Focus: Historical Context and Current Taxation
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Transcript for video Module 2: Bond fund taxation fundamentals
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Transcript for video Test
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Transcript for video Module 1: Investment Bonds In Focus: Historical Context and Current Taxation
TBC
Transcript for video Module 2: Bond fund taxation fundamentals
TBC
Transcript for video Module 3: Investment Bond taxation for individual investors
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Transcript for video Module 4: Onshore Bonds v Offshore Bonds v Collectives
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Transcript for video Module 5: Investment bonds in trust and estate planning
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Transcript for video Module 1: Investment Bonds In Focus: Historical Context and Current Taxation
Transcript not available
Transcript for video Module 2: Bond fund taxation fundamentals
Transcript not available
Transcript for video Module 3: Investment Bond taxation for individual investors
Transcript not available
Transcript for video Module 4: Onshore Bonds v Offshore Bonds v Collectives
Transcript not available
Transcript for video Module 5: Investment bonds in trust and estate planning
Transcript not available
CPD: Case Studies on Bonds and Trusts
Our case studies below use client examples to illustrate how to utilise bonds and trusts.
Case study: Comparing tax efficiency of bonds vs. collective investments
Case study: Onshore Bond and Discounted Gift Trust in practice
Case study: Onshore Bond and gift trusts in practice
Case study: Onshore Bond and Discretionary Loan Trust in practice
CPD: Technical articles on Bonds and Trusts
Investment Bonds & Trusts in Wealth Transfer Strategies
On the platform you’ll find a range of portfolios to cater for different tax and income requirements. So, whether your clients’ financial needs become simpler or more complicated over time, the Aviva Platform lets you adapt their investments to help fit their needs.
Comparing Taxation of Investments: Collectives vs. Investment Bonds
Pension Portfolio is a self-invested personal pension, offering access to thousands of funds, equities, investment trusts and exchange-traded funds. It offers both phased and single drawdown options for your clients.
Bonds: A Single Premium Whole of Life Policy Explained
ISA Portfolio, available on the Aviva Platform, is a flexible ISA and lets your clients invest tax-efficiently in a wide range of collective investments and equities from all key investment sectors. In fact there are thousands of funds to choose from.
Understanding Chargeable Event Gains in Investment Bonds
ISA Portfolio, available on the Aviva Platform, is a flexible ISA and lets your clients invest tax-efficiently in a wide range of collective investments and equities from all key investment sectors. In fact there are thousands of funds to choose from.
Investment Bonds in Trust Taxation
ISA Portfolio, available on the Aviva Platform, is a flexible ISA and lets your clients invest tax-efficiently in a wide range of collective investments and equities from all key investment sectors. In fact there are thousands of funds to choose from.
Bonds for higher rate taxpayers
ISA Portfolio, available on the Aviva Platform, is a flexible ISA and lets your clients invest tax-efficiently in a wide range of collective investments and equities from all key investment sectors. In fact there are thousands of funds to choose from.
Bonds versus collectives for basic rate taxpayers
ISA Portfolio, available on the Aviva Platform, is a flexible ISA and lets your clients invest tax-efficiently in a wide range of collective investments and equities from all key investment sectors. In fact there are thousands of funds to choose from.
Bonds versus collectives for higher rate taxpayers
ISA Portfolio, available on the Aviva Platform, is a flexible ISA and lets your clients invest tax-efficiently in a wide range of collective investments and equities from all key investment sectors. In fact there are thousands of funds to choose from.
Autumn 2024 Budget: An Altered Landscape for Investment Bonds
ISA Portfolio, available on the Aviva Platform, is a flexible ISA and lets your clients invest tax-efficiently in a wide range of collective investments and equities from all key investment sectors. In fact there are thousands of funds to choose from.
Ready to explore Investment Bonds?
Contact your usual Aviva representative for further information on our Investment Bond options or visit our Onshore Bond webpage.