Episode 50: Investment Bonds - an Estate Planning tool
Leaving assets in an Estate can often get complicated. Family relationship dynamics or the relationship status of a beneficiary can cause conflict.
Laura Salsbury from Generation Life explains how an Investment Bond can be used in some circumstance to mitigate conflict and provide certainty.
Laura explained the characteristics of an Investment Bond and 'life' examples of leaving funds to:
- Grandchildren
- People outside the direct family (eg. carer)
- Blended families
- Problem child (gambling/substance abuse)
Resource - Passing on Wealth via Investment Bond
Generation Life
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