In this episode of the Transact Podcast, Andrew Cullen-Jones is joined by Gill Marples, IntegraLife International CEO, to explore the role of offshore bonds in financial planning. They discuss how the offshore bond market has evolved, the impact of UK tax changes, and why Transact’s integrated approach offers a unique advantage.

Gill also shares insights into the Isle of Man’s position as a centre of excellence, upcoming digital developments, and how offshore bonds are helping advisers navigate inheritance tax and pension reform.

A smart listen for anyone advising on trusts, pensions, andinheritance tax planning.

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For adviser use only.

This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice.  All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own.