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Our award-winning Wealth Preservation Account in estate planning

Our Wealth Preservation Account offers more than Inheritance Tax efficiency. The account is made up of a series of single-premium life assurance policies within a double trust arrangement.

Defaqto reveals advisers preferred investment bond providers

Defaqto has revealed advisers’ preferred investment bond providers, with Prudential dominating the onshore market. Overall, 46% of advisers recommended its onshore bonds to clients, a seven-percentage point increase. Quilter has edged ahead of Canada Life into second place, while Aviva is another provider popular

Prudential tops as preferred onshore bond provider by advisers

Prudential is dominating the onshore provider market with 46% of advisers recommending its bonds to clients, according to Defaqto.

Trusts and taxation under the spotlight at II Connect next week

Malcolm Kerr: It s time to hold providers to a higher standard

Faced with increasingly appalling service from providers, is it time to introduce fines to providers and hold them to a higher standard?

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