Capital Investment Bond Advisers

Are you looking for a flexible, medium to long-term investment option? As an adviser in Capital Investment Bonds, serving clients in Beverley, Hull, and the surrounding areas, we can guide you through this unique investment avenue. Capital Investment Bonds offer the potential for capital growth and income, with the flexibility of regular or one-off withdrawals. Whether you're considering onshore or offshore bonds, we provide personalised advice to suit your tax situation and financial objectives. With options for additional payments and various management charges, we help you navigate the complexities to maximise your investment.

Capital Investment bonds are life insurance contracts used for the purposes of investment. They are designed to give capital growth and/or income over the medium to long term with access to your money by taking regular or one-off withdrawals. Most bonds are designed for investment over at least five years. If you cash in your investment before that time, you are likely to be charged an early surrender penalty.

Bonds are set up through insurance companies without the need for a check on your health status and normally people of any age can hold a bond. Bonds can be opened onshore (within the UK) or offshore (usually in the Isle of Man or the Channel Islands) to take advantage of tax concessions. The decision will depend on your personal tax situation.

Most bonds have no upper limit on how much you can invest, but barriers to entry can start higher than other investments, with a £10,000 minimum contribution being typical.

Drawing down income from a capital investment bond can be an option, though any income drawn down will deplete the original capital. You may be able, depending on the policy, to make additional payments to the bond at any time, as well as one-off withdrawals.

Capital investment bonds have management charges and these vary greatly. They are usually levied as an annual fund charge or even as an initial charge and early encashment charge.

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THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE .

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ON CAPITAL INVESTMENTS BONDS.

Ready to explore the benefits of Capital Investment Bonds? We serve clients in Beverley, Hull and the surrounding areas. Contact us today for expert capital investment bonds advice. 

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01482 427246
The Hive,
Minster House,
23 Flemingate, Beverley HU17 0NP.

mail@ashleyphillips.co.uk