The role for onshore bonds in "all asset" financial planning

Once the tax wrapper of choice, in recent years the onshore bond has been overlooked in favour of international investment bonds and collective investments.

Taking full account of any tax changes announced in the Budget and looking ahead to any future changes that may be introduced, our guest speaker, Tony Wickenden, Managing Director of Technical Connection, will discuss the importance of  taking an “all asset” approach to financial  planning and identify specific opportunities to incorporate onshore bonds into client recommendations.

We hope you can join us for what promises to be a thought-provoking and insightful session.

This event will qualify for up to one hour of structured CPD learning.

Event details:

Date: Thursday 18th March

Time: 11:00am - 12:00pm
Register for the event

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01 March 2021
Future of Money event

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The value of investments and any income from them can fall and you may get back less than you invested.