HSBC LIFE

Adviser interest in onshore bonds grows amid tighter CGT rules

Tax planning

Adviser interest in onshore bonds grows amid tighter CGT rules

Report finds growing adviser demand for support on tax-efficient investment structures

clock 15 October 2025 • 1 min read
Clients increasingly reliant on investment portfolios for income

Your profession

Clients increasingly reliant on investment portfolios for income

More than 70% advisers say clients now require income from investments

clock 21 July 2025 • 2 min read
Autumn Budget changes making advisers consider trusts for IHT planning

Tax planning

Autumn Budget changes making advisers consider trusts for IHT planning

Uptick in client concern about intergenerational planning

clock 05 June 2025 • 2 min read
Majority of advisers say an intergenerational approach is important

Your Business

Majority of advisers say an intergenerational approach is important

More than half claim to have an intergenerational business strategy

clock 07 December 2023 • 1 min read
Low awareness of bond tax benefits 'a growing concern for advisers'

Your profession

Low awareness of bond tax benefits 'a growing concern for advisers'

Clients not making use of tax benefits from onshore investment bonds

clock 06 December 2023 • 2 min read
Sesame Bankhall to boost protection offering for advisers

Your profession

Sesame Bankhall to boost protection offering for advisers

Advisers will have access to full protection portfolio

clock 26 October 2023 • 1 min read
Advisers see demand for ESG investments in onshore bonds surge

Your profession

Advisers see demand for ESG investments in onshore bonds surge

CGT and dividend allowance restrictions 'boost' the market

clock 28 September 2023 • 1 min read
Demand for tax-efficient investment advice likely to 'surge'

Tax-efficient Investing

Demand for tax-efficient investment advice likely to 'surge'

Presenting a ‘major’ opportunity for advisers

clock 30 August 2023 • 1 min read
Delivering the intergenerational financial advice win-win

Your profession

Delivering the intergenerational financial advice win-win

Tax-efficient accumulation, decumulation and transfer of wealth

clock 17 August 2023 • 7 min read
Advisers risk client loss over intergenerational strategy failures

Your profession

Advisers risk client loss over intergenerational strategy failures

Advisers have been urged to ‘develop and deploy’ engagement skills

clock 09 August 2023 • 2 min read