tug of war

Bonds V Unit Trusts

There are many occasions where comparisons are sought between the taxation of unit trusts and the taxation of bonds as advisers try to determine the best route for a client’s investment. Topic:Onshore
Completing Forms

QROPS and Chargeable Events

Our UK tax reporting obligations as an offshore insurance company in respect of QROPS investing into our offshore bonds, and taxation of the offshore investment bond held by a QROPS where the member has subsequently become UK resident. Topic:Offshore
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UK taxation of offshore bonds, part 3

This article explains how personal portfolio bond taxation interacts with other UK chargeable events. Topic:Offshore

Taxing collectives in an offshore bond

This article looks at the taxation of a collective investment when held by a UK-resident bondholder (excluding companies) inside an offshore bond and considers any additional liability which may fall on the bondholder. Topic:Offshore

Offshore bonds as UK trustee investment

This article explains how offshore bonds can be a suitable trust asset for a number of reasons. Topic:Offshore
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UK taxation of offshore bonds, part 2

Reliefs available where a chargeable event gain has been made. It is recommended that this article is read in conjunction with UK taxation of offshore bonds - Part I Chargeable Events which details how the chargeable event regime works. Topic:Offshore
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Offshore bonds for the UK expat

Offshore bonds have been successful because of their flexible UK tax planning benefits. But for investors outside of the UK, including UK expats, they're still important when investing lump sums. Topic:Offshore
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Advantages of using an offshore bond

This article aims to provide an overview of the advantages and disadvantages of purchasing an offshore bond for UK resident clients. Topic:Offshore
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Advantages of using a UK bond

This article provides a high level summary of the potential advantages and disadvantages of UK bonds. Topic:Onshore
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A future for the Investment Bond?

The tax changes effective from 6 April 2016 impact the attractiveness of different investment types - where does this leave the investment bond? Topic:Onshore

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