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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Discuss your financial future with an expert at JM Finn
Call us on...020 7600 1660
- 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.
Wealth management firm JM Finn is sponsoring the Ace of Blades rowing team, who will be completing the Atlantic Row later this year.
Brian Tora provides insight into current factors impacting markets and investment decisions.
JM Finn, lead sponsor of the Ace of Blades rowing team sat down with the crew to learn more about their lives, jobs, and incentives for attempting the 3000-mile row.