Offshore Investment Bonds are a savings vehicle to help you make your money work harder for you. When you work with SSA we take a holistic view of your money and consider how your attitude to risk, your current income, present and future tax position and your capital align with your financial goals.

Stan Sherlock Associates

Offshore Investment Bonds

An investment bond is a type of investment that combines savings and insurance. An Offshore Investment Bond, also sometimes called portfolio bonds or tax wrappers are set up by a life insurance company domiciled in a jurisdiction which has a favourable regime.

As with onshore investment bonds we would expect you to save for the medium to long term using this type of savings vehicle. When you invest your money into an investment bond with SSA, it can grow, in the same way any other investment might. We look after your investment by selecting appropriate funds and regularly reviewing how those funds are performing against your financial objectives. Moreover, what you gain with an investment bond is that you also have an element of insurance. Your family or beneficiaries receive a payout on your death.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and charges which cannot be foreseen.

FAQ

Offshore Investment Bonds Questions

Take a look at the frequently asked questions we receive from our valued clients and find the information you’re looking for.

What is an investment bond?

An investment bond is a type of investment that combines savings and insurance. When you put money into an investment bond it can grow, in the same way any investment might. However, you also have an element of insurance with this type of savings vehicle. This means that your family or beneficiaries receive a payout on your death. The word bond is really just a description of how the investment is treated for tax purposes.

There are 2 types of bonds... onshore and offshore. the main difference between the 2 is tax treatment. Onshore bonds are subject to UK tax demands, offshore bonds are not taxed whilst the money remains within the bond.

Why would I invest in a bond?

How are bonds different to ISAs?

Can We Help With your Offshore Investment Bonds?

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Stan Sherlock Associates Offshore Investment Bonds Service

Why Work With Us?

We are a client first service. You and your family are at the centre of all our advice and your planning. As a family business when you trust us with your money you become one of our own and we will work with you to make your money work harder for you. It’s a privilege for us to help you write your financial story.

Based in Cumbria, but with clients across the UK, we have been in business for 35 years. This is testament to our return clients and the generations of families we help achieve financial freedom.

Stocks and Shares ISAs

Stocks and Shares ISAs are one tax efficient method of saving that might play a crucial part in your financial plan.

Offshore Investment Bonds

Investments

Stan Sherlock Associates

Offshore Investment Bonds

FAQ

Offshore Investment Bonds Questions

Can We Help With your Offshore Investment Bonds?

Find Out Now

Stan Sherlock Associates Offshore Investment Bonds Service

Why Work With Us?

Stocks and Shares ISAs

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