Tax planning at FundsNetwork

Effective tax planning is vital to maximise your clients’ investment returns. Asset allocation will continue to remain the starting point but the fact is that the subsequent choice of tax wrapper will also affect the client’s ultimate return. Simple decisions such as whether to use a collective investment or an insurance bond can have a substantial impact.

At FundsNetwork we provide a comprehensive range of product options, including collective investments, onshore bond¹ and offshore bond¹. And our aim is to help you understand the taxation of different asset classes, from wrapper to wrapper.

FundsNetwork - tax and trust planning platform

Confused by the Collectives vs Insurance Bonds debate?

	Our Insurance Bonds and Collective Investments post-budget insight paper aims to cut through the confusion surrounding this issue. Please download our insight paper

	An adviser summary sales aid of the insight paper above is now available. Please download our insight summary paper

	Pre-sales literature is available for download or order for the whole range of FundsNetwork products.

You can request an offshore and onshore bond quote today, plus your client packs by calling 0800 023 41 41.

^1. Provided by Standard Life