The essence of good financial planning is to match a client"s financial needs with the investment ve...
The essence of good financial planning is to match a client"s financial needs with the investment vehicles available. There are many types of investment vehicle available to the UK investor. Diversity is good - clients" needs differ and different shapes of product can meet differing client needs. How can an offshore bond help advisers meet a client"s needs? Most clients need flexibility and tax efficiency as key attributes of any investment vehicle. The prospect of positive investment returns is also attractive. The flexibility of offshore bonds is well known. They can be written on a mul...
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