Get to the answer quicker with new powerful functionality that enhances your tax planning.
- Discover how the net of tax returns compare, in general, between onshore bonds, offshore bonds and collective investments such as unit trusts and open-ended investment companies (OEICs)
- Now includes functionality for ISA wrapping, specified withdrawals and multiple options for withdrawing these, as well as increasing the tax bands by CPI from 2028.
Guidance, but not advice
The tax wrapper comparison tool is not a personal illustration and the values presented do not suggest any recommendation and should not be taken as offering advice from M&G.
The figures represent only potential growth over the term shown and is not an indicator of future performance.
Every care has been taken as to its accuracy, but it must be appreciated that neither M&G nor its representatives can accept any responsibility for loss, however caused, suffered by any person who has acted or refrained from acting as a result of material contained in this calculator.
The value of an investment can go down as well as up. Your clients may get back less than they have paid in.
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