Global Investment Bond
The policy terms and conditions are constructed so that part of the initial premium may be used to acquire, on behalf of the bond, a limited partner’s share in an offshore limited partnership. Selection of an underlying portfolio of investments assets or appointment of a discretionary manager is made by the General Partner and not by the policyholder.
Key Benefits
- Access to a wide range of assets via a private company holding
- Virtually tax-free roll-up
- Tax deferral
- Policyholder protection
- Access to cash (up to 5% is tax deferred)
Who is it for?
UK residents with high levels of investment income and/or those intending to move overseas and looking to defer tax until after that point. Policyholders must be happy to leave investment matters to the discretion of a third party general partner.
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