Join our Technical Sales Manager, Steve Sayer, as he examines how investment bonds can assist with efficient wealth management.
Steve considers:
- The basic structure of an offshore bond and their use in UK tax planning
- Life assurance and capital redemption options
- Some of the main investment bond taxation issues, especially on surrender
- Offshore bond taxation basics
An engaging Q&A was held by Steve, who is joined by Simon Martin, Head of UK Technical Services.