For financial advisers only
Investing in an offshore bond isn’t just for the very wealthy. It’s very much a mainstream option which can be considered alongside other retirement and savings solutions like pensions and ISAs. If your clients are already making the most of them, then offshore bonds are another tax-efficient option that let them invest in a wide range of assets in a virtually tax free environment. This helps them to meet their investment goals and gives their money the chance to grow.
You can also combine offshore bonds with trusts to help with other kinds of financial planning, like inheritance tax planning and passing wealth on to family and friends.
All references to taxation are based on our understanding of current taxation law and practice in the United Kingdom and Ireland, which may change. Trusts are not regulated by the Financial Conduct Authority.