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 features like the optional guarantees, customers now have further choice in selecting an effective IHT solutio...
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