How often do you recommend investment bonds compared to ISAs or GIAs for non-pension money these days?

If it’s rarely or not at all, that’s not so surprising.

Because bonds seem to have become a bit neglected planning option in recent years haven’t they?

It’s a trend which means that paraplanners can be forgiven for being a bit rusty when it comes to the latest investment bond knowledge.

Yet they’re an option which offers plenty of planning potential. So we thought it was about time we hosted an online Assembly where you can rekindle your bond with bonds.

So you’re invited to join us online at 1pm on Wednesday 16th April for a lunch-hour refresher on the essentials of investment bonds. 

To guide us, we’ll be joined by bond expert, M&G’s Barrie Dawson, who plans to cover:

Common jargon (that's often misunderstood)

How bonds are taxed internally – and why the ‘20% tax rate’ misunderstanding persists

When bonds make sense: practical comparisons with other investment options

Whether bonds are something you’re just getting to grips with, or you just need a refresher, this Assembly will offer clarity about when and how bonds bonds can feature in your planning recommendations.

It’s an Assembly, so feel free to ask questions and share ideas with other paraplanners in the chat. Oh and CPD certificates will be available for all attendees (just look out for the link at the conclusion of this Assembly).

Sound interesting? Then tap ‘Book event’ to save your spot and we’ll see you there!

A guide to investment bond essentials for paraplanners