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Insurance wrapper for tax efficiency.
The International Portfolio Bond is a life assurance policy that provides a tax-efficient way to hold a wide range of investments. It has been designed to be as flexible, effective and easy to use as possible. Some of the benefits of the International Portfolio Bond include:
- The ability to hold up to 99,999 policies for greater tax efficiency
- Clients can make additional investments of £2,500 or more at any time
- The option to take tax efficient lump sum withdrawals of any size at any time
These are just some of the benefits of investing in the International Portfolio Bond. View our offshore adviser brochure for more information. The value of an investment in the bond may fall as well as rise and is not guaranteed.
Investment choice.
The International Portfolio Bond provides your clients with a wide range of investment vehicles to choose from, such as:
- an extensive range of collective investment schemes, including unit trusts and open-ended investment companies
- access to over 4,000 funds from leading fund management groups
- cash deposits, structured products and discretionary fund managers
- option to invest some or all of their policy assets on a number of leading UK platforms.
The value of an investment in the bond may fall as well as rise and is not guaranteed.
Estate planning opportunities.
Trusts have always been an integral part of the estate planning process for high net worth clients. We offer Estate and tax planning expertise to help you find the best solutions for all of your clients.
Flexible and competitive charging structures.
There are five different charging structures available giving you the flexibility to achieve the right balance between an immediate initial charge and/or charges spread over a longer period of time.Commission and Charges Guide PDF: 150KB
Flexible Investment and Tax Planning Solutions.
Our Product
The International Portfolio Bond is a life assurance policy that provides a tax-efficient way to hold a wide range of investments. It offers a variety of charging and commission structures designed to meet your clients' needs and accommodate your business model.
Estate planning
Contact us
Want more product information?
Call us now: 0845 674 0803
Call charges will vary.
We may record and monitor calls.
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Investment options
View the various investment options available through the International Portfolio Bond
Online valuations
View a client’s most recent policy valuation online
FAQs
View a list of Frequently Asked Questions.
