The Budget 2024 spelt good news for bonds and for planners looking to maximise clients’ planning opportunities.
Brian Radbone, Tax Expert from Transact, talk us through:
- The structure of bonds
- Tax rules
- Withdrawing funds
- How top slicing relief can mitigate higher and additional rate tax
- Bonds as trust property
- Onshore vs offshore
And much more!
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Brought to you by the Prestwood Professional Partners Development Programme.
