Capital Control Bond
A whole of life unit-linked insurance policy allowing multiple lives assured. The structure controls the transfer of wealth across generations with investment options limited to cash, mutual funds and collective investments.
Key Benefits
- Tax efficient growth which allows any investment gains to grow free of most taxes.
- No capital gains tax is payable when you switch funds.
- Multiple lives assured are available.
- Withdrawals of up to 10% of the initial investment are permitted during the original Policyholder’s lifetime.
- Withdrawals of up 0.25% of the initial investment are permitted following the death of the original Policyholder.
- A wide range of fund choice is available.
Who is it for?
UK residents seeking to control the transfer of wealth across generations without the use of a trust.
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