FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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Onshore

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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.
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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?
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Taxing investment bonds held in trust

This article looks at how UK investment bonds are taxed when they are held inside a trust. It assumes that you have a good understanding of the common types of trusts that hold UK investment bonds.
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UK single premium investment bond tax

In the following article, references to the current UK tax rates mean rates in the tax year ending on 5 April 2017 (tax year 2016/2017).
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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.
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Onshore and Offshore bonds

This ‘Back to Basic’ guide lays out some of the basic facts that should be considered and show some of the differences between onshore and offshore bonds.
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UK tax – Chargeable Events and LPRs

UK tax assessment process where chargeable events occur following the death of the policyholder (or last policyholder for jointly held bonds). This applies only where the policyholder was not a trustee.

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.