Taxation of Onshore Investment Bonds
Adviser area – If you’re a customer please visit the customer section
Adviser area– If you’re a customer please visit the customer section
Understanding the unique taxation of Onshore Investment Bonds
The HSBC Life Onshore Investment Bond offers a way of investing for individuals and limited companies.
Bonds taken out by individuals
The tax treatment for investors who hold collective investments within the HSBC Life Onshore Investment Bond is different to holding them directly or through a General Investment Account. And depending on their individual circumstances, this may create a tax planning opportunity.
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Click to view page: Tax on Bond proceeds
What are the tax implications of encashing HSBC Life Onshore Investment Bond segments?
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Click to view page: Tax planning
How clients can control when and who may be liable to a tax liability when onshore investment bond proceeds are taken.
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Click to view page: Inheritance Tax
What happens if the value of your client’s estate exceeds the nil rate tax band?
Bonds taken out by limited companies
The HSBC Life Onshore Investment Bond can be used by limited companies to invest cash as a medium to long term investment. The Bond is subject to the accounting standard adopted by the company may offer opportunities for tax deferral. Find out more
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