Using onshore bonds, like our Collective Investment Bond (CIB), inside a trust is a real financial planning sweet spot as they can deliver more advantages than other solutions held inside a trust. Not only can distributions to beneficiaries be very tax-efficient, they are much easier for trustees to administer as there is no income for trustees to report.
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.
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