Offshore Investment Bonds

What is an offshore investment bond?

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.

Why would I want to invest via an offshore bond?

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.

Investment bonds are an ideal investment wrappers for Trusts.

This combined use of trust and tax free growth means that offshore investment bonds are suitable for the following planning:

Inheritance tax planning
School and university fees planning
Future non UK residence such as retiring and living abroad
Succession planning


Ask our team about offshore investment bonds today


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