Offshore Bond Case Study: How we helped Tim invest the proceeds from the sale of his business

In this video, Harry Donoghue, Chartered Wealth Manager at Tideway Wealth, explains how we helped our client Tim use an Offshore Bond to strategically invest £2 million of the proceeds from the sale of his business without triggering unnecessary tax. Offshore Bonds can be a very powerful planning tool within your wealth management strategy – but only if used strategically alongside other tax wrappers and a holistic plan. This video does not constitute financial advice. #offshorebonds #investmentstrategy #wealthmanagement #financialplanning This video has been approved and issued by Tideway Investment Partners LLP who manage portfolios on behalf of Tideway Wealth Management Ltd. Tideway Wealth Management Limited is an appointed representative of Tideway Investment Partners LLP, which is authorised and regulated by the Financial Conduct Authority. FCA number: 496214