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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.
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.
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.
You can find answers to a wide range of popular policy, product and servicing questions in our help and support section.