Opportunities in the market
Investment bonds
We highlight the advantages of investment bonds in our fact sheets, each one covers a specific area including
Our case studies are designed to help you make the most of the planning opportunities available.
Pensions and bond tax
We illustrate the tax advantages of making a pension contribution in the same tax year as encashing a bond.
Tax treatment depends on the individual cicumstances of your client and may be subject to change in the future. Tax rules can change.
Products
Trusts
Is your client considering taking out an investment bond? Is it to be held under trust? We have a range of trusts available which are primarily designed for use with our investment bond.
Other supporting material
Financial planning articles
We also have a range of other articles which address some of our most common queries including
Association of International Life Offices
Visit the Association of International Life Offices website for fact sheets of how a bond will be taxed if your client is considering moving abroad, although they ought to seek local tax advice.
