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Old Mutual Wealth: Turning advice challenges into opportunities

Investment news for Financial Advisers & Paraplanners

19 Jun 2019

Old Mutual Wealth: Turning advice challenges into opportunities

An increasing number of advisers are switching on to the exciting advantages of offshore bonds – not only because they’re tax-efficient, flexible and straightforward – but also because they’re a fantastic solution for many of the advice challenges facing your clients today.

Do you have clients who:
 
  • have enjoyed healthy growth on their pension but now face being hit by the pension lifetime allowance?
  • are concerned about the impact of inheritance tax on their wealth? 
  • have utilised their ISA and pension allowances, and are looking for other tax-efficient ways to invest a large lump sum?
  • are divorced or remarried and want to protect their wealth for their children? 
  • want a tax-efficient investment solution for their children/ grandchildren that they can keep control of?

If you answered yes to any of these questions, you could benefit from looking at Old Mutual International’s new brochure ‘Exploring Opportunities in Offshore Bonds’.

An increasing number of advisers are switching on to the exciting advantages of offshore bonds – not only because they’re tax-efficient, flexible and straightforward – but also because they’re a fantastic solution for many of the advice challenges facing your clients today.

Understanding the advice opportunities, and how offshore bonds can work alongside other solutions, will help you build a long-term financial plan that provides better overall control, flexibility and tax-efficiency, adding real value for your clients.
 
 
 

 

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