Investment Bonds

What is an Investment Bond?

An investment bond is a single premium life insurance policy and is a potentially tax-efficient way of holding a range of investment funds in one place.

You can usually buy investment bonds from life insurance companies and they can be a good way of allowing you to invest in a mixture of investment funds that are managed by professional investment managers.

Each bond is usually designed to provide benefits for different types of investors but a common element is that they aim to produce long term capital growth and/or generate a long-term return.

As investment bonds are single premium life insurance policies, a small element of life insurance is provided. This is paid out after your death.

Putting Your Investments into Trust

There are many advantages for holding investments in trust, the most common of these being inheritance tax. It is very important to obtain professional advice to ensure that an investment product and/or a trust are suitable for your needs.

For more information regarding Investment Bonds please contact us on 01633 415 340 or contact us here
Please note that initial investment planning consultations are free of charge and at no obligation.

The above information does not constitute financial advice from Bartholomew Hawkins Ltd or any of its representatives. Investment performance can go down as well as up. Past performance is no guarantee to future performance. Your home may be at risk if you do not keep up the repayments for any loan secured against it. All information is based upon our interpretation of current legislation and taxation which can change in the future.