Unit Linked
Investment bonds are a single premium investment which allows you to invest in a number of different types of funds including:
- Distribution
- Cash
- Unit Linked
- Switching between funds is free of any tax
- The fund pays basic rate of tax so no liability is paid by the bond holder
- Annual withdrawals of up to 5% of the initial investment can be withdrawn free of any tax. There may be tax implications after 20 years, or if the bond is cashed and the bond holder is a higher rate tax payer
Please click here to get in touch with us.
Back to Investments and Savings page.
