Important points

Make sure the distinction between ‘insurance’ and ‘assurance’ is understood in policy wording.

Investment bonds do have tax advantages if held appropriately.

5% tax-free withdrawals, which are effectively return of capital, can be made each year for a period of 20 years, or accumulated to take when the policy holder requires.

Time apportionment for periods of non-residence, and also top-slicing relief, can reduce taxable chargeable event gains substantially in some circumstances.

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