How often do you recommend investment bonds compared to ISAs or GIAs for non-pension money these days?

If it’s rarely or not at all, that’s not so surprising.

Because bonds seem to have become a bit neglected planning option in recent years haven’t they?

It’s a trend which means that paraplanners can be forgiven for being a bit rusty when it comes to the latest investment bond knowledge.

Yet they’re an option which offers plenty of planning potential. So we thought it was about time we hosted an online Assembly where you can rekindle your bond with bonds.

What you’ll gain from this episode

To guide us, we’re joined by investment bond expert Barrie Dawson from M&G. During this Assembly Barrie covers:

– What bonds actually are

– Common jargon (that’s often misunderstood)

– How bonds are taxed internally – and why the ‘20% tax rate’ misunderstanding persists

– When bonds make sense: practical comparisons with other investment options

Whether bonds are something you’re just getting to grips with, or you just need a refresher, this Assembly offers clarity about when and how bonds can feature in your planning recommendations.

Useful links

Once you’ve listened, make sure you complete the quick quiz to receive your CPD certificate: CPD: Request your certificate

Here’s a link to download Barrie’s slides: Barrie’s slides on Bonds and OEICS (opens PDF)

Richard mentions Les Cameron’s Assembly on pensions, death and taxes. Here’s the event page which has lots of links. You can also listen to the episode on Acast or search for ‘Paraplanners’ Assembly’ on your favourite podcast app.

You’ll find the M&G Bonds School over here: M&G Bonds School

And there’s a trove of tools and calculators at M&G’s site: Tools and calculators

If you’d like to watch the Replay of this Assembly you can find it at its Crowdcast page.

You can also watch video of this event by visiting its Vimeo page. (Unlike the Replay, this version doesn’t include the contents of the live Chat. Here’s the link: A guide to investment bond essentials.) 

If you’d like to watch the Replay of this Assembly you can find it at its Crowdcast page.

You can also watch video of this event by visiting its Vimeo page. (Unlike the Replay, this version doesn’t include the contents of the live Chat. Here’s the link: A guide to investment bond essentials.)

Hosted on Acast. See acast.com/privacy for more information.