International Investment Bond
The policy terms and conditions are constructed so that part of the initial premium may be used to acquire all of the issued shares in a new non-UK incorporated and non-UK resident company, the shares of which are then allocated to the Bond. Selection of assets underlying the company is made by the directors of the company 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 third party company directors.
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