Save on tax, enhance growth and plan for your family.
An offshore investment bond is a life assurance investment wrapper within which the investor has the access to hold other asset types such as individual shareholdings, cash or collective investment funds.
The investment bond allows an individual, or trust’s, money to grow free of UK income tax whilst held offshore and benefit from tax-free growth called gross roll-up.
Providing you with options.
This combined use of trust and tax-free growth means that offshore investment bonds are suitable for planning around succession, inheritance tax, school and university fees and future non-UK residence, such as retiring and living abroad.
How much will your estate be taxed?
Get in touch to find out how much your estate will be taxed upon death and how this could be prevented…