Axa adds Estate Planning Account to range

Professional Adviser
clock

Axa Wealth Management has added the Estate Planning Account to its range of offshore propositions. ...

Axa Wealth Management has added the Estate Planning Account to its range of offshore propositions. The product is designed to complement the company's Estate Planning Bond inheritance tax planning scheme by providing customers with a straightforward IHT planning solution, said Axa Isle of Man. Mike Foy, managing director of Axa Isle of Man, said: "The launch of the Estate Planning Account enhances our existing range of inheritance tax products, being a more straightforward version of the Estate Planning Bond." "Whilst retaining some of the Estate Planning Bond's most important feature...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Robert Peston confirmed as PA360 keynote speaker

Robert Peston confirmed as PA360 keynote speaker

Join Peston and PA in London in April

Professional Adviser
clock 26 January 2026 • 1 min read
Brooks Macdonald becomes BAFTA wealth management partner

Brooks Macdonald becomes BAFTA wealth management partner

Partnership starts in 2026

Jen Frost
clock 08 December 2025 • 1 min read
As Reeves scrabbles for Budget funds, is she missing a Covid furlough trick?

As Reeves scrabbles for Budget funds, is she missing a Covid furlough trick?

Creativity key as chancellor faces tough tax and spending choices

Jen Frost
clock 21 November 2025 • 8 min read