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Making trusts simpler using a bond wrapper

By Mark Battersby, 9 Jan 18

Complications with trust arrangements can be eased by using a bond wrapper to hold any investment, according to Canada Life technical manager Neil Jones.

Making trusts simpler using a bond wrapper

Click here to read about this planning strategy, including a case study, as the UK government plans to review the taxation of trusts in a bid to make them “simpler, fairer and more transparent”.

 

Tags: Wills And Trusts

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.