HSBC Life head of onshore bond distribution Mark Lambert and RMI Independent Financial Advisers IFA Jacob Dealey-Tucker join the team in the studio to discuss how onshore bonds play a renewed role in today’s advice conversations.
This episode of Professional Adviser TV discusses how the current tax landscape is increasing adviser demand for tax-wrappers such as onshore investment bonds and how this can help with intergenerational wealth planning. Lambert and Dealey-Tucker touched on how advisers are facing pressure to help clients protect and pass on their wealth efficiently and that onshore bonds can help with this. We also explore if advisers overlook trusts in estate planning and how they can make those conversations feel accessible for clients, rather than overly technical. The team will be back in two ...
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