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Financial planning
International Portfolio Bonds Guide
If you’re a UK expat looking to grow and preserve your wealth across borders, it’s important to understand how international portfolio bonds work.
Whether you're living abroad, planning a move, or returning to your home country, this guide explains everything you need to know about using international portfolio bonds for tax-efficient investing and long-term financial planning.
What You Will Learn:
- What an International Portfolio Bond is and how it works.
- The six key UK tax benefits of using a bond.
- How gross roll-up allows your investments to grow tax-deferred.
- How to take tax-efficient withdrawals using the 5% rule.
- What Time Apportionment and Top Slicing Relief mean for returning UK residents.
- How gift assignment can reduce tax through family planning.
- The role of trusts in inheritance tax planning.
- Real client case studies showing tax outcomes and planning strategies.
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