Investment Bonds Explained
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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
