Offshore Bonds
Old Mutual Intl takes balanced approach with UK bond
Old Mutual International (OMI) has launched a trust-based bond that looks to balance access to capital with inheritance tax planning and give control over the future distribution of assets.
The name’s Bond, Offshore Bond: UK policyholder beware!
Should a European policyholder (assuming that they are also the life insured) become UK tax resident, the question arises of how foreign insurance bonds are taxed in the UK writes Mara Monte, associate in Withers’ Private Client and Tax team.
Best Practice | 2 Nov 17
Top tips and case study planning with offshore bonds
Offshore bonds have many benefits beyond the more obvious taxation advantages, according to Rachael Griffin, financial planning expert at Old Mutual Wealth.
Canada Life International targets wider market
The portfolio bonds from Canada Life International (CLI) have halved the minimum single and additional investment amounts and increased the maximum age of the youngest life assured by 10 years.
Analysis: Reasons to be cheerful for offshore bonds into UK
As the headlines focus on the twists and turns of the Brexit talks, is there reason to be cheerful about offshore bond sales into the UK, and could there even be a renaissance for this long-standing HM Revenue & Customs-approved tax wrapper?