offshore bonds

In this case study Simon Willoughby demonstrates the value of advice through different life stages.

Axa Wealth International has made a series of enhancements to its specialist offshore proposition to offer advisers a broader range of adviser charging options and trust features.

Head of proposition at AXA Wealth International Simon Willoughby gives his view on why the offshore market is changing but there are bright spots on the horizon.

Royal London-owned wrap Ascentric has launched an offshore bond for clients seeking the tax benefits of investing offshore.

New investors in highly personalised offshore bonds will only be able to offset deemed gains if UK tax has previously been paid in future, says Guardian Wealth Management.

Platform sales on Axa Wealth's wrap proposition Elevate rose 75% in 2011 to £1.3bn, bringing total platform assets under administration to £3.5bn.

Offshore bond providers are shifting their new business focus away from jurisdictions such as the Isle of Man and towards European jurisdictions, Epoch Wealth Management has said.