AJ Bell Investcentre has launched its first onshore bond link, in partnership with Countrywide Assured.

The Countrywide Assured Onshore Bond looks to offer a range of benefits to advisers and clients, including simpler tax reporting, tax efficient estate and trust planning, and flexible investment management.

The onshore bond can now invest through the AJ Bell Investcentre platform in General Investment Accounts (GIA).

AJ Bell said Countrywide Assured was selected as Investcentre’s first onshore bond partner due to its focus on supporting the open architecture investment style it felt was valued by advisers and clients.

The firm added that Countrywide Assured’s emphasis on growing its product base and presence in the UK, supporting platforms and advisers, made it an ideal partner.

Furthermore, AJ Bell said the introduction of onshore bonds and trusts alongside its existing solutions meant it offered advisers and their clients a comprehensive suite of tax planning tools to help advisers meet clients’ inheritance tax (IHT) and wider tax planning needs by investing using a GIA.

“As advisers continue to navigate a constantly evolving tax environment to protect client wealth, we’re pleased to announce the addition of the Countrywide Assured Onshore Bond to AJ Bell Investcentre, having recently also launched our third trust in a matter of months,” said AJ Bell advised product director, Mark Rendle.

“Alongside our existing suite of tax and estate planning tools including offshore bonds and trusts, the onshore bond augments one of the more comprehensive IHT planning suites in the advised market via Investcentre, providing advisers with a range of flexible, tax-efficient solutions to deal with the evolving needs of clients.”

Countrywide Assured CEO, Jackie Ronson, added: “We are excited to announce our partnership with AJ Bell, a leading UK investment platform.

“This collaboration allows us to expand our presence in the onshore bond market, offering customers greater choice and flexibility.

“Our collaboration gives AJ Bell Investcentre advisers and their clients access to the financial planning advantages of our onshore bond proposition and allows us to bring the product to a wider range of customers.”

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