Onshore bonds

About the webinar

CPD: 45mins

In this webinar Francesca Gandolfi (ican Technical Specialist - Tax & Estate Planning)  discusses:

• Onshore v Offshore
• Taxation
• Accessing the investment
• Select Account product specifics and charges
• Target market for onshore bonds

About the Presenter

Francesca Gandolfi provides technical support on trusts, tax and estate planning. Before this, she was a financial adviser and specialised in care fees planning – helping clients maintain financial independence pre and post retirement. She’s also worked for providers, dealing with platforms, investments, retirement and equity release.

Support

Your CPD certificate will be sent to your registered email address once you have completed the webinar. If you do not receive this or for any questions please email clukmarkcomm@canadalife.co.uk