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AXA Wealth International launches Legacy Planning Bond PDF Print E-mail
Thursday, 03 February 2011 07:16

AXA Wealth International, the offshore investment arm of AXA Wealth, has launched the new Legacy Planning Bond to further enhance its trust range offering, and has become the only company to offer advisers IHT planning solutions from both the Isle of Man and Dublin jurisdictions.

The Legacy Planning Bond (LPB) will complement AXA Wealth International's award-winning Estate Planning Bond (EPB). Offered through the Isle of Man base, EPB is a capital redemption product designed to help clients pass on their wealth in a tax efficient manner whilst taking an income. The addition of the LPB, which will be set up as a life assured product, to the AXA Wealth International offering extends the discounted gift trust options currently available.

Richard Leeson, sales and marketing director, AXA Wealth International, said: "We have witnessed recent market growth in tax efficient investment options being sold through the Republic of Ireland. The introduction of the Legacy Planning Bond provides AXA with the ability to offer further choice to IFAs who are looking to offer their clients a European base for their Offshore investments. As a leading provider, AXA will be able to impartially offer Advisers a solution best suited to a client's specific requirements, whether that be through Dublin or the Isle of Man."

 

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