Techzone webinar: Investment bond taxation and trust planning
Trusts and tax can quickly become messy, technical and time consuming - particularly when discretionary trusts are involved. Investment bonds can offer a simpler, more practical way forward.

Duration: 1 Min
Date: 03 Jun 2026
Trust and tax planning can quickly become complex, particularly with discretionary trusts, but investment bonds offer a simpler alternative. This session explains how bond taxation works, highlights their benefits in trust planning, and illustrates a practical example comparing bare and discretionary trusts for grandchildren, showing how bonds can simplify the approach.

