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Investment Bonds

Investment Bonds allow investment in the life funds offered by the bond provider and growth on these funds is then taxed within the bond. One advantage over Unit Trust or OEICS is that a tax deferred income is available from bonds at present, although encashments can produce a liability for income tax in certain circumstances.

There are other specialist and offshore investment products available. Guidance is essential to ensure that appropriate consideration is given to your correct tax position and that the funds are selected suit your requirements.

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Alan Boswell Insurance Brokers Limited, Alan Boswell Insurance Services Limited and Alan Boswell & Company Limited are authorised and regulated by the Financial Services Authority. The Registered Office for all companies is: Harbour House, 126 Thorpe Road, Norwich, Norfolk, NR1 1UL. Registered in England No. 02591252, 03532804 and 04379208.