Investment Bonds
Investment bonds are long-term investment products that allow you to invest in a variety of funds while spreading your risk and managing your tax more efficiently. These bonds can be particularly beneficial for individuals looking to generate a regular income or grow their savings over time.
How It Works
adhoc Investment bonds gives you a simple, yet effective, way to invest a lump sum for medium-to long-term goals whilst at the same time offering the ability to take regular or adhocad hoc withdrawals . You can either take a regular income from the bond or leave your money invested to grow over time. The flexibility of investment bonds also allows you to switch between funds as your needs or market conditions change, without triggering a tax event.
At Anglian Wealth Management, we help you navigate the options and choose the best investment strategy within the bond to meet your financial goals. Whether you’re looking to generate an income or grow your wealth, our advisers will tailor your investment plan accordingly.
Key Benefits
- Simple: Investment bonds are what are known as ‘non-income producing’ assets. This means that there is no requirement to complete annual tax returns for either individuals or trustees.
- Flexible Income: Choose to take a regular income or let your money grow within the bond.
- Diversified Investment: Spread your investments across a wide range of funds to reduce risk.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected, and the value can therefore go down as well as up. You may get back less than you invested.
Please note that if any withdrawals taken exceed the growth of the Bond, the capital will be eroded.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
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