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Webinar: Structuring Wealth with Offshore Bonds

Event date: 13 November @1:00pm-2:00pm
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We are delighted to bring you this practical and informative webinar from JM Finn

Offshore bonds remain a widely used investment wrapper, valued for their flexibility, tax efficiency, and compatibility with estate planning strategies.

In particular, recent changes in inheritance tax legislation, which will bring pension savings into scope from April 2027, has resulted in an increase in investors considering offshore bonds as part of their overall wealth planning strategy.

Key topics to be covered include:-

The basics

How offshore bonds are structured

Taxation

How offshore bonds are taxed

Key benefits

Tax deferral, the 5% withdrawal facility, and ease of assignment

Risks and limitations

Common pitfalls and areas where caution is required

Practical applications

Examples of effective use in succession planning and intergenerational wealth transfers

Attendees will gain an overview of the potential benefits of an offshore bond wrapper, enabling them to identify when it can be a useful tool in client planning and where its limitations lie.

Speaker

Anna Murdock, Head of Wealth Planning, JM Finn

Anna joined JM Finn in 2015 to establish and run the Firm's new Wealth Planning offering. Originally from the North-East of England, she has a BA Hons Degree in Psychology from Newcastle-Upon-Tyne. Anna is a Chartered Financial Planner, has achieved Fellowship of the Chartered Insurance Institute (CII) and also holds the Investment Management Certificate (IMC). Prior to joining JM Finn, she was Head of Financial Planning at UBS Wealth Management in London. She has been providing clients with Wealth Planning advice since 2004 and specialises in personal financial planning including estate and retirement planning. Anna has been nominated for the 2019 Women in Financial Advice Awards as Financial Adviser of the Year - London.

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