New Tax Rules, New Opportunities: Smarter Planning with Bonds and Trusts

Changes to Inheritance Tax, pensions, and Capital Gains Tax are increasing demand for more tax-efficient financial planning strategies. In this session, we’ll explore how bonds and trusts can work together to support client objectives while balancing tax efficiency and access to capital. Using practical client scenarios, we’ll examine where these solutions may be appropriate, how they can support common planning goals, and the considerations advisers should be aware of when implementing them. What You’ll Learn: •Why bonds are increasingly relevant in the current tax landscape •Which client scenarios may benefit most from bonds and trusts •How loan trusts can support tax-efficient planning •Practical considerations when implementing these strategies Speakers: •Lee Old – Co-Founder, The Financial Planning Club •Neil Etherington – Business Development Manager, LV= •Vincenzo Lomonaco – Business Development Manager, LV=