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 Investment Bond

An investment bond is a single premium life insurance policy that can hold numerous investment funds in one place. The attachment of life insurance means trust planning is available. It is a long term financial commitment but has no fixed term.  It provides a way of investing in funds of different assets for example equities, bonds and property.

Investment bonds can be a very tax efficient method of investing depending on your circumstances and are often used in inheritance tax and trust planning strategies. Withdrawing up to 5% of each investment every year can provide tax efficient income.

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