- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
- Support for legal professionals
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ONSHORE INVESTMENT BONDS
Technically, Investment Bonds are ‘single premium whole of life insurance policies’, offered by insurance companies. On death, they generally pay 101% of the value of the investment fund. In practise, they offer a combination of capital growth and income and as an investment vehicle they provide a range of funds in one wrapper, together with an explicit and competitive charging structure. They also offer an ability to draw a regular monthly income.
Since the underlying investment is in equities, a Bond, as a generalisation, should only be considered if the monies are available for at least a five year commitment. Furthermore, the charges that are involved make encashment in the early years inadvisable.
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The value of investments and income form them may go down. You may not get back the original amount invested.