Whether you need an investment bond established or have an existing bond our discretionary services could be appropriate. With our focus on providing a personalised approach to managing your portfolio, we can help you ensure your investments are appropriate for your individual goals.
Returns within a bond are not subject to capital gains tax
Via our discretionary service
Typically structured as single premium life insurance policies with an element of life cover provided, returns within a bond are not subject to capital gains tax making them an attractive investment vehicle for clients. We can manage portfolios within an investment bond via our discretionary service and our wealth planners can provide advice with regards to bonds as part of a review of your finances.
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- Our investment management expertise is well suited to managing bonds, thanks to the individual nature of our services.
- We have experience of managing portfolios held within investment bonds and regularly work with third party administrators and specialists who might administer such wrappers.
- Our wealth planning service can provide advice on how to establish an investment bond as part of our investment structuring services.
- Our personalised discretionary service can help you ensure your investment bond is managed in line with your specific instructions.
It is never too late to start defining your financial goals. Paraplanner Uday Tuladhar makes some suggestions to the over 50s for improving their financial wellbeing.
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