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Onshore or offshore? Making sense of insurance bonds

Upcoming Event:21 May 26

90 min watch

The rise of insurance bonds

With the increasingly harsh environment for tax-exposed investments, more and more planners are recommending insurance bonds to deliver outcomes for their clients.

Once the decision to use a bond has been made, the next question is onshore or offshore (or a bit of both).

Les Cameron (Head of Technical, M&G)
Shoaib Ahmed (Senior Technical Manager, M&G)

Theywill cover the key attributes of insurance bonds and where onshore and offshore may fit in delivering outcomes for individuals and trustees.

up to 90 minute including Q&A I Structured CPD accredited by CII

Learning outcomes

By the end of this session, you will be able to:
  • Explain why insurance bond use is on the rise
  • Explain the specific tax attributes of insurance bonds
  • Evaluate when onshore or offshore will deliver the best outcome for your clients

Registration

21 May 2026 at 10am

Register here

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