Client needs:
• To adapt to changes in attitude to risk as their approach is considered at future reviews
• To increase their savings within the same bond in the future
• To pass the bond to future generations
The HSBC Life Onshore Investment Bond can potentially be used to meet the changing financial needs of clients as they progress through life.
Onshore Investment Bonds are often associated with mature investors but it is never too early to consider a tax efficient investment which provides legacy planning opportunities – however young the family is.
• To adapt to changes in attitude to risk as their approach is considered at future reviews
• To increase their savings within the same bond in the future
• To pass the bond to future generations