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Offshore bond research for UK-resident and UK-connected families
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UK Investment Flexibility

What an offshore bond held by a UK resident may invest in, and who may choose. The personal portfolio bond rules decide whether a bond keeps its tax deferral or is taxed every year on a deemed 15% gain, so the articles here explain the permitted property list, the limits on a discretionary manager's mandate, switching funds or insurer without a chargeable event, capital redemption bonds with no life assured, and assigning a bond or its segments to a spouse, a child or a trust.

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Questions about PPLI and offshore bonds for UK-resident and UK-connected families.

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