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Benefits of topping up an offshore bond - Time apportionment relief

If you have a client with additional money to invest, who already holds an offshore bond and has spent time overseas, there could be real advantages to topping up their offshore bond. Topic:Investment planning
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Benefits of topping up an offshore bond - Top-slicing relief

Top-slicing on offshore bonds is a well-known benefit. But less well-known is the fact that any top-up could also be take advantage of top-slicing relief from the inception of the bond. Topic:Investment planning
Hitting the sweet spot, how offshore bonds can help trustees

HITTING THE SWEET SPOT, HOW OFFSHORE BONDS CAN HELP TRUSTEES

Using offshore bonds inside a discretionary trust is a real financial planning sweet spot, and can save trustees a significant amount of time and effort compared to holding the trust assets directly. Topic:Trust & Taxation
Finding the right balance

FINDING THE RIGHT BALANCE

The Lifestyle Trust is a simple, innovative solution designed to help savers who don’t want to lock away their savings, but want to start the seven year clock, to help ensure their savings are IHT efficient. Topic:Trust & Taxation
Top-slicing relief

Top-slicing relief – don’t shortcut the calculation

If you are feeling confused on how to calculate top-slicing relief on bonds, this article should provide you with some clarity. Topic:Investment planning
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ACHIEVING TAX-EFFICIENT WITHDRAWALS USING AN OFFSHORE BOND

Offshore bonds can be powerful solutions if used in the right way. Rachael Griffin explores the top three ways to help protect the benefit of gross roll-up and access wealth tax-efficiently. Topic:Trust & Taxation
Understanding the real benefit of ‘gross roll-up’

Understanding the real benefit of ‘gross roll-up’

‘Gross roll-up’ is a term used to explain a beneficial tax position of offshore bonds, find out how money can accumulate within a bond virtually tax-free. Topic:Trust & Taxation
Simplify your clients' ongoing tax & reporting obligations

How you can help to simplify your clients' ongoing tax and reporting obligations

When building a financial plan for your clients, any ongoing tax and reporting obligations are an important consideration. Topic:Trust & Taxation
Over 5,500 IHT investigations opened by HMRC in 18/19

Over 5,500 IHT investigations opened by HMRC in 18/19

With a rise in the number of IHT investigations opened by HMRC in recent years, it is more important than ever that advisers are able to help their clients. Topic:Trust & Taxation
View of inheritance tax report

Office of Tax Simplification Report on IHT issued

The long-awaited report outlining proposals to simplify the UK’s inheritance tax (IHT) system has finally been published. This article takes a look at the key proposals and the potential impact they could have. Topic:Trust & Taxation

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