Onshore and offshore bonds - are they back or never been away?
June 15th, 2023
10.00am - 11.30am
About the event
Onshore and offshore insurance bonds have long been an essential part of the financial planner's toolkit.
Since the 2022 Autumn Statement there's been renewed interest in the use of bonds in financial planning - some would say 'bonds are back!'
In this webinar Les Cameron, Head of Technical and Graeme Robb, Senior Technical Manager, explain why they're back and why they should never have been away in the first place.
This session qualifies for up to 90 minutes Structure CPD accredited by CII.
The learning objectives are:
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.
Les Cameron, Head of Technical
Les covers most areas of financial planning, specialising in the pensions technical arena. He joined Pru in 1997, having held various pensions technical and management roles throughout his career. Les is a Fellow of the Personal Finance Society.
Graeme Robb, Senior Technical Manager
Graeme is a Chartered Accountant and Chartered Tax Adviser, specialising in tax and trusts. His past roles include Technical Support at Scottish Mutual, Technical Manager at Santander Private Banking, and roles at Ernst & Young and Grant Thornton.
M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:
M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054. Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.
M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019. Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is 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.