No longer suitable for the majority of investors, these bonds need to be
reviewed as much has changed since they were popular in the 1990s. If you have a lump sum to invest and are looking for a return
that is potentially higher than bank or building society accounts can offer,
a with profits bond is an option. Designed for the investor willing to leave capital invested for 5
years or longer, a with profits bond can provide capital growth
or regular withdrawals can be taken to provide an "income".
A select few such bonds remain suitable for new investments, and we can
assist you make the right choice.
Key Benefits
- Attractive potential returns compared to bank and building society
accounts.
- Particularly tax beneficial to 40% taxpayers or if your age allowance is
under threat.
- Option to take a regular "income" from outset or when needed
in future.
