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
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
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
Comparing Taxation of Investments: Collectives vs. Investment Bonds
Bonds: A Single Premium Whole of Life Policy Explained
Understanding Chargeable Event Gains in Investment Bonds
Investment Bonds in Trust Taxation
Bonds for higher rate taxpayers
Bonds versus collectives for basic rate taxpayers
Bonds versus collectives for higher rate taxpayers
Autumn 2024 Budget: An Altered Landscape for Investment Bonds
Ready to explore Investment Bonds?
Contact your usual Aviva representative for further information on our Investment Bond options.