On Shore Investment
An On Shore Bond is a lump sum investment, specifically designed for those investors looking for capital growth. They are subject to UK Tax rules, although some reliefs are available.
They usually offer a choice of funds, often including some managed by other leading investment companies.
- The opportunity to "phase-in" an investment and overcome the problem of knowing the best time to invest
- A range of withdrawal options
- Switching between funds is usually possible to allow you flexible investment choices. A charge may be applied if this is done too frequently. For switches out of the With-Profits Fund, a final bonus and/or a 'market value reduction (Penalty)' may apply
Persons resident and ordinarily domiciled in the UK for tax purposes, for example someone who was born in, and has lived all their lives in the UK.
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