We want to ensure that you fully understand how our investment service is provided to you and the terms and conditions of the service. Please ensure that you review the documents below before you take out an investment with us. Thank you.

Key Facts about our Services and Costs

Terms of Business

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What is an Offshore Bond?

This is a tax sheltered investment wrapper based outside of the UK, but available to UK investors. It offers certain advantages to UK investors and Trusts.

The offshore bond allows greater tax efficiency as the growth on the bond ‘rolls up gross’ creating greater gains and can be useful in some situations for ex-pats or higher rate tax payers who expect to become lower rate before encashment.

If this does not answer your question, feel free to ask post your question here.

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