Investment Bonds

Returns within a bond are not subject to capital gains tax

We have offices in London, Winchester, York, Bristol and Bury St Edmunds. Our wealth planning team can help create a tailored plan today.

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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Discuss your financial future with an expert at JM Finn

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020 7600 1660
How can we help?
  • 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.
More information

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.

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