Worldwide Financial Planning

Inheritance Tax Loan Trust solutions are a common method of mitigating tax.

An ISA is simply a wrapper that allows the gains made within the fund to be free of tax.

Financial advisers often sell this option as a solution to Inheritance tax. It is not.

A Corporate Bond Fund invests not in equities but in Corporate Bonds.

An Offshore Bond can invest in a range of holdings such as insured funds, unit trusts/ OEICs etc, as per the Onshore fund.

When it comes to planning for your estate, inheritance tax advice is invaluable.