We can create a custom made solution for you recognizing that all of our clients are unique
Investment Bonds
An Investment Bond provides a highly tax efficient and cost effective method of building and managing an investment portfolio. You can access a wide range of different risk rated investment funds and cash deposits as well as individual equities quote on any recognized exchange and both corporate and government treasury bonds.
One of the most significant advantages of an Investment Bond is that you can buy and sell Cash Deposits, Investment funds, Equities and Bonds without creating an immediate tax charge. All of your investments are on one statement which means that you can easily monitor your investment portfolio at a glance
Some Important Key Points
For the International Expatriate, Investment Bonds can provide some very significant benefits:-
- Access to a wide range of financial instruments.
- Significant discounts when buying Managed Investment funds.
- Low dealing charges for buying equities, treasury bills or corporate bonds.
- Easy to monitor with all of your individual investment holdings on one statement.
- Facility to take cash withdrawals or a regular income.
- Highly Tax Efficient for most Nationalities and locations.
- Removes 20% withholding tax under the EU Savings Directive
- Simple Nomination of Beneficiaries.
- Facility to transfer your existing holdings for additional tax and administrative efficiency.
Put us to the test and contact us today
To find out how you and your family could benefit from one of our range of Investment Bonds, please contact us today, entirely without obligation.
You may find it helpful to complete our Online Savings and Investment Quote which you can go to by clicking on the link at the bottom of this page. This is designed to give you some quick feedback and an indication of how making a start today can provide you and your family with the prosperity you need and deserve.
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1. No need to buy an Annuity
2. Income paid gross
3. No tax charge on passing assets to Beneficiaries.
more than the surrender value paid by the bank or insurance company who sold you the policy.
Perhaps you need access to cash or would like to look at more suitable investment options.
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