Investment Bond modules

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Understanding the taxation of investment bonds

Bonds enjoy unique tax treatment which allows income and gains to be rolled up and deferred until the proceeds are taken. Flexibility to control when gains may arise and who they may be taxed upon means advisers must fully understand how bonds are taxed.

Understanding the taxation of investment bonds in trust

Investment bonds are a popular trustee investment choice. But the taxation of bonds doesn’t follow conventional trust tax rules, consequently advisers need to appreciate the implications for settlors, trustees and beneficiaries.

Understanding the taxation of corporate investments

The taxation of company held investments is very different to how they are taxed when held personally. It is therefore essential to understand the ongoing tax implications when advising business clients on their investments.

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Any reference to legislation and tax is based on our understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.