In the August issue of Noel News, Noel Whittaker walks through the mechanics of insurance bonds — the 10-year rule, the 30 per cent rebate, and why they can bypass your estate entirely. Here's what it means for investors in their 40s and 50s.
Noel Whittaker's August newsletter tackles the best way to put money aside for grandchildren — sidestepping the penalty tax of up to 66% on minors' investment income while keeping full control. We summarise the key points.
Noel Whittaker's latest Firstlinks column looks at insurance bonds - an old-fashioned investment that sidesteps many of the new capital gains tax traps and makes estate planning simpler. Our summary, with a link to the full article.
