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taxing with profit bond

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taxing with profit bond


Postby mutantpoodle » October 11th, 2018, 8:28 am

as usual am unsure if this best place but hoping for replies anyway!!


i have a with profits bond started back in 1999 and written in trust

am i correct in thinking that on my death the trustees,,,
will arrange policy will pay TAX FREE to my nominated beneficiaries

I am aware that if and as I take monies from t I might be liable to tax,,,but upon my death are beneficiaries

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Joined: August 24th, 2018, 3:43 pm

Re: taxing with profit bond


Postby EviesDad » October 11th, 2018, 1:01 pm

I can't provide an answer but I'm guessing those that can will need more information such as the type of Trust and whether the investment bond is held onshore of offshore.

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