Advised clients still struggle with investment bonds - Sanlam

However, the survey of 500 advised clients with more than £50,000 in investible assets, conducted by Technical Connection, found many were still interested in learning about the benefits of these bonds. Over half (56%) of survey respondents admitted they did not understand the tax deferment and tax efficiency benefits of investment bonds. Just under half of these (26%) said they would be keen to learn more. "Once ISAs and pensions have been deployed, a UK investment bond can be a tax-efficient accumulation and decumulation wrapper, enabling clients' investments to grow, with the poten...