AXA launches Estate Planning account

Mike Foy, managing director of AXA Isle of Man, says: “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 solution.” Like the Estate Planning bond, the Estate Planning account is a unit-linked investment, combining a redemption bond with a trust, and cannot be surrendered during the lifetime of the settlor....