An Onshore Investment Bond is a tax-efficient investment wrapper offering multiple benefits:
- Open architecture
- Tax efficiency
- Tax deferred regular withdrawals
- Diversification opportunities
- Flexibility and liquidity
- Estate planning benefits
The 3 I's of Financial Planning
Our Onshore Investment Bond is designed around three core principles: Investment growth, income generation and intergenerational planning
Tax advantages
Tax treatment for investors is different to holding them directly or through a General Investment Account. Depending on individual circumstances, this may create tax planning opportunities.
Simple administration
No need to complete a tax return until a Chargeable Event arises. Digital Signatures available on all forms where witnessing is not required.
