Investment Bonds
Find out whether Investment Bonds might be an ideal
product for you
These are investments offered by life assurance
companies, with different rules of taxation to other
taxable collective investments ( e.g. unit trusts)
A single investment premium is paid to the life
assurance company which then buys units from a selected
range of funds within the bond structure.
Key features of investment bonds:
Up to 5% per year of the original investment can be
withdrawn each year for 20 years without an immediate
tax liability, even for higher rate taxpayers.
Basic rate tax is paid within the fund.
Funds can normally be switched without charge and
without liability to capital gains tax
On death the policy ceases and a value normally
equal to 101% of the sale value of units is paid out.
Speak to us today for advice on all your
investment needs
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Winston Financial Planning Ltd is an appointed
representative of Virtual Net (Europe) PLC which is
authorised and regulated by the Financial Services
Authority (FSA). Virtual Net (Europe) PLC is entered on
the FSA register (www.fsa.gov.uk/register/)
under reference 209569 The information contained in this
web site is for general information only and should not
be construed as financial, investment or tax advice. The
guidance contained within this website is subject to the
UK Regulatory regime and is therefore primarily
restricted to consumers based in the UK. YOUR HOME MAY
BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR
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