Zurich/Sesame: CGT regime not too detrimental to investment bonds

The findings suggest that advisers are taking a holistic approach to investment planning and are taking into account a variety of factors rather than focusing solely on tax when comparing product wrappers. 98pc of Sesame advisers said that the features and benefits of investment wrappers were equally or more important than the tax aspects, whilst 2pc believed the features and benefits were unimportant. 74pc of the participants said they used both bonds and collectives for investment planning, whilst 12pc solely used bonds and 14pc used only collectives. Paul Wright, investment manage...