Off the Road on demand

Off the Road - Onshore bonds and trusts

2 days ago
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In this session, our Senior Technical Consultant, Joshua Croft provides a clear and practical overview of onshore bonds, covering how they are structured, taxed, and used within financial planning. Especially important in light of frozen allowances and changing tax rules in the new tax year, Joshua will also explore how bonds can combine effectively with trusts for estate-planning strategies.

The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.

This is a recording of broadcast content; it therefore carries no CPD time credits.

 
Josh Croft

Joshua Croft

Senior Technical Consultant

Josh studied Business Studies at the University of Lincoln before beginning to work in financial services, initially in Defined Benefit pension fund management and more recently in corporate workplace pensions and benefits. He joined the AJ Bell Technical Team in 2019, providing technical support to various teams, and is also involved in delivering technical training to staff.

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