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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

Register for 10am session here