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Investment Bond Opportunities

Combined with our comprehensive suite of trusts, the Onshore Bond can provide a compelling option for tax efficient investing and inheritance tax planning.

  • Protection planning

    Benefits of Placing Life insurance Under Trust

    When taking out a life cover policy a trust should normally be considered. In this article we will look at an example of someone taking out a new term life insurance policy, the advantages and implications of using a trust, and how to set it up.

  • Bonds

    Investment Bonds & Trusts in Wealth Transfer Strategies

    Investment bonds can play a crucial role in wealth transfer strategies, particularly when combined with trusts. This combination offers a way to gift assets while retaining control and access, which is essential for many donors, especially given increased longevity expectations.

  • IHT planning

    IHT Planning for those with cash: the role of Loan Trusts

    IHT Planning for those with cash: Access to original capital required : the role of Loan Trusts

CPD webinar series

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Across four sessions, explore how work, investing behaviour, gender and inheritance are reshaping today's needs. Gain practical insights, access the latest data, and learn more about the conversations advisers and clients need to have now.

CPD article library

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