Onshore or offshore? Making sense of Insurance Bonds

Event description

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).

In this session Les Cameron, M&G's Head of Technical and Shoaib Ahmed, Senior Technical Manager will cover the key attributes of insurance bonds and where onshore and offshore may fit in delivering outcomes for individuals and trustees.    

The event qualifies for up to 90 minutes of Structured CPD accredited by CII. By the end of the 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

Les Cameron  
Head of Technical, M&G

Les covers most areas of financial planning, specialising in the pensions technical arena. He joined Prudential in 1997, having held various pensions technical and management roles throughout his career. Les is a Fellow of the Personal Finance Society.   

"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.