Offering flexibility and choice
AXA Isle of Man focuses on providing tax efficient wealth management solutions to the individual, corporate and trustee clients of financial advisers based in the British Isles. One of AXA Isle of Man's primary markets is the inheritance tax (IHT) planning market and it was good to see, as expected, the Estate Planning Bond retain its market-leading status following the changes to pre-owned assets legislation in the 2004 Finance Act. To strengthen this IHT mitigation plan further, three new charging structures are now available to provide even more flexibility and choice to investors. Ov...
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