The Investment Bond can be a lump sum investment providing an component of life cover and the potential for capital growth, whilst still allowing your client to help make withdrawals from the investment. There’s no set investment period for the bond. It's been designed like a medium to long-term investment (no less than 5-10 years), though your client can keep it provided that they need.
KEY POINTS
•Different charging structures
•Minimum initial investment of ?10,000
•Regular and something-off withdrawals available
•Death benefit up to 101% of units sometimes of death (increased to 110% in cases of accidental death)
•Available on a single or joint-life basis
•A wide range of trust options
Blackmoreglobal
Who may be it for?
Investment Bond could be for clients who
•Want flexibility in their selection of funds
•Are UK residents around 80 years old
•Are aged 18 years or over
•Would like to invest at the least ?ten thousand
•Are trying to find an estate planning solution
•Want to invest for growth or income or a mix of both
Why recommend it?
Your Time And Money Bond is designed to ensure that it offers both you and your clients flexibility and choice.
•A choice of charging structures
•The opportunity to make withdrawals
•An opportunity to invest for growth or income, or a combination of both the
•A wide collection of investments
•Life cover, including accidental death benefit
•Tax and estate planning opportunities
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