Click to view page: Taxation of bonds
The HSBC Life Onshore Investment Bond offers a tax-efficient way of investing, with different tax treatment for clients who hold collective investments within the HSBC Life Onshore Investment Bond than through a General Investment Account.
Click to view page: Wrapper Comparison Tool
Our calculator gives advisers a demonstration of the comparative returns from various collectives and bonds. It should not be taken as offering advice or recommendation.
Click to view page: Inheritance Tax Calculator
Calculate potential IHT liabilities with options to explore the impact of gifting strategies for individuals.
Click to view page: Shareholder Rights Directive
Setting out the HSBC Life investment strategy and arrangement with asset managers.
Click to view page: Trust decision tree
Gift Trust, Discounted Gift Trust or Loan Trust? Find out which meets your client’s needs. Use our simple tool to establish what’s best for your client.
Click to view page: Loan Trusts
A method of investing capital and removing the growth from a client’s estate, whilst receiving regular loan repayments to supplement income. Find out how a Loan Trust works, how to set one up, plus all the key benefits.
Click to view page: Gift Trusts
A method of investing capital and removing it from a client’s estate for IHT purposes. Find out how a Gift Trust works, how to set one up, plus all the key benefits.
Click to view page: Discounted Gift Trusts
A method of investing capital and removing it from a client’s estate, whilst giving access to regular withdrawals. Find out how a Discounted Gift Trust works, how to set one up, plus all the key benefits.
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