Category Archives: Investments

The potential role of Investment Bonds in tax effective decumulation

How “long held” investment bonds can deliver a powerful addition to a tax effective decumulation strategy.

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Investment Bonds in Wealth Accumulation

The tax efficiencies of investment bonds in wealth accumulation.

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Reminding you of the potential tax efficiency of investment bonds

Investment bonds for tax efficiency beyond the tax “no brainers”.

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Minimising tax to maximise investment return

Smart wrapper choice incorporating and beyond the “tax no brainers”.

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Investment Bonds: Chargeable Events

An overview of bonds for individuals, covering when does a chargeable event occur, how is the gain calculated and how is the gain taxed.

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Annual Allowance Charges

26,500 annual allowance breaches in 2017/8 should give advisers an opportunity to discuss tax efficient investment beyond registered pensions

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Family Investment Companies

FICOs as a possible trust alternative in estate planning with larger estates.

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Intergenerational Planning

The importance of advisers taking an intergenerational approach to estate planning. Opportunities to engage up and down the generations powered by adviser know-how and effective, appropriate communication.

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Tax efficient investing beyond the lifetime and annual allowances

A brief consideration of the main ways to tax efficiently invest beyond pensions with special focus on the role that investment bonds canplay as long term tax efficient investments.

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Age 75 Test

A reminder of how and which funds are tested at the age 75 test and the impact of exceeding the lifetime allowance.

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