IHT products designed to suit client needs
Finding an IHT solution to suit your clients’ needs has just got
easier with the new IHT planning product from AXA Isle of Man.
The Estate Planning Account is designed to enable your client to pass
their wealth to future generations tax efficiently, whilst still providing an
‘income’ during their lifetime through withdrawals of capital from the
bond. To give your clients peace of mind, the Estate Planning Account
also comes with the option of two guarantees; an income guarantee
INSURANCE INVESTMENTS PENSIONS HEALTHCARE
AXA Isle of Man Limited. A company limited by shares. Registered No. 056473C. Registered Office: Royalty House, Walpole Avenue, Douglas, Isle of Man, IM1 2SL, British Isles.
Telephone: +44(0)1624 643333 Fax +44(0)1624 643444 E-mail: helponline@axa-iom.co.im Web: www.axa-iom.com
Authorised by the Isle of Man Government Insurance and Pension Authority. A member of the Association of International Life Offices. A Member of the Manx Insurance Association. Telephone calls may be recorded.
THE AXA
“I want an
IHT solution
that will
give my
clients peace
of mind”
PLAN.
and a legacy guarantee. It is a unit linked investment, the value
of the bond can go down as well as up and your client's Trustees
may receive back less than originally invested. Interested?
For more information, you can either call us on 0845 300 4000
or visit www.axa-iom.com. This advert is directed at professional
financial advisers only and should not be relied upon by retail
clients.
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