Client needs:
• To adapt to changes in attitude to risk as their approach is considered at future reviews
• To increase their savings within the same bond in the future
• To pass the bond to future generations
Helping to future proof your client’s financial future
The HSBC Life Onshore Investment Bond can potentially be used to meet the changing financial needs of clients as they progress through life.
Meeting their needs with the HSBC Onshore Investment Bond
Onshore Investment Bonds are often associated with mature investors but it is never too early to consider a tax efficient investment which provides legacy planning opportunities – however young the family is.
- The HSBC Onshore Bond is open architecture so the full range of risk profiles & investment objectives can be accommodated
- No Capital Gains Tax or tax return completion to worry about
- Potential school fee planning opportunities
- Adding children as lives assured ensures an onshore investment bond can continue post policy holder death
- Saving facilitated through bond top-ups – minimum £500