In this episode Mark Fenlon and Brian Radbone return to unpack the evolving role of investment bonds in financial planning. From their early days in the 1980s to their modern use in tax-efficient strategies. Mark and Brian explore how bonds have changed, why interest in them is rising, and what makes them such a versatile tool for advisers and clients alike.

They cover key differences between onshore and offshore bonds, explain how life assurance structures affect tax treatment, and discuss the impact of recent changes to Capital Gains Tax and dividend allowances.

A thought-provoking conversation for financial professionals navigating tax planning solutions for their clients.

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