Category Archives: Uncategorized

Investment Bond Portfolios

When assessing which investment bond provider to use it is essential to select an investment bond which offers access to a sufficient range of funds which can allow you to create and maintain your desired asset allocation. The investment bond … Read more »

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Charges for investment bonds

Investment bonds typically have three sets of charges: Investment bond provider charges. These are usually tiered so that the bigger the investment, the lower the charges. Typically these charges are on-going and consist of an annual management charge and may … Read more »

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Using investment bonds for tax planning

Investment bonds can be highly versatile investment vehicles and can provide invaluable opportunities for tax planning. Taxation mitigation strategies involving investment bonds are explored below and they include use of assignment, pension funding and segmentation. Assigning a bond to a spouse Where the policyholder … Read more »

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Investment Bonds and Trusts

Investment bonds can be particularly appropriate investment vehicles when used in conjunction with trusts. This is because investment bonds are not deemed to generate income, even if the underlying funds which the bond is invested in are income generating. Other reasons investment … Read more »

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Guaranteed Investment Bonds

Guaranteed Investment Bonds reviewed Guaranteed investment bonds offer exposure to equities and the potential of increased returns while also providing a “safety net”. They do this by offering a guaranteed capital sum either at a specific date or on death. … Read more »

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