The client brochure for The Bond accessed via Platforms
Explains the benefits at a glance, investment choice, a simple approach, transparent charges, tax treatment and Chesnara Life’s credentials.
Summary of client talking points and download Customer Brochure
Customer Brochure
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The client brochure for The Select version of The Bond
Explains the benefits at a glance, investment choice, a simple approach, transparent charges, tax treatment and Chesnara Life’s credentials.
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Talking Points – Multiple Lives
Helps you explain the advantages of multiple lives assured, what happens when an applicant dies and the benefits of using Trusts with multiple lives.
Trusts Guides
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Talking Points – Why use a Trust
Explains what is a Trust, the benefits and range available from Chesnara Life.
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The Loan Trust Investor Guide
The why, how and benefits of using a Loan Trust with the Chesnara Life Onshore Investment Bond.
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Gift Trust Investor Guide
The why, how and benefits of using a Gift Trust with the Chesnara Life Onshore Investment Bond.
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Discounted Gift Trust Investor Guide
The why, how and benefits of using a Discounted Gift Trust with the Chesnara Life Onshore Investment Bond.
Trust client talking points
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Talking Points – Loan Trust
What is a Loan Trust, why use one and how does it work, with case study.
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Talking Points – Gift Trust
What is a Gift Trust, why use one and how does it work, with case study.
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Talking Points -Discounted Gift Trust
What is a Discounted Gift Trust, why use one and how does it work, with case study.
IHT Planning
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Client IHT Guide
What is IHT, how does it work and planning tips your adviser might discuss with you.
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Talking Points – IHT Planning
Explains the benefits of planning for IHT, how to work out an estate value and exemptions and reliefs.
Company investment client talking points
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Talking Points – Why Bonds for company investment
Explains the options for investing surplus company cash.
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Talking Points – Why Bonds? Investing for small companies
Explains the options for investing surplus company funds and reasons to consider an Onshore Investment Bond.
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Talking Points – Why Bonds? Investing for medium to large companies
Explains the options for investing surplus company funds and reasons to consider an Onshore Investment Bond.
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Talking Points – Why Bonds? Investing for Family Investment companies
Explains the options for investing surplus company funds and reasons to consider an Onshore Investment Bond.