Upcoming Events

Onshore and offshore bonds - are they back or have they never been away?

Thursday 15 June, 10am - 11:30am

Onshore and offshore insurance bonds have long been an essential part of the financial planner's tool kit. Autumn Statement 2022 has seen renewed interest in the use of bonds in financial planning. Some would say “bonds are back”!

On this event Les Cameron, Head of Technical at M&G Wealth and Graeme Robb, Senior Technical Manager, M&G Wealth, explain why they are back and why they should never have been away in the first place.

This session qualifies for up to 90 minutes structured CPD accredited by CII and CISI an by the end of it you'll be able to:

Describe the impact of the changing tax landscape on investment advice
Describe the taxation of insurance bonds
Identify clients who would benefit from using insurance bond wrappers

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.