Services - Portfolio Bonds
Do you have at least 50,000 GBP (or currency equivalent) in liquid assets or cash to invest? Then an offshore portfolio bond may be the solution for you:
If you currently hold cash, offshore funds, bank deposits, bonds or even stocks and shares worth 50,000 GBP+ (or currency equivalent), there may be significant benefits of holding these in a personal portfolio bond. In simple terms a portfolio bond, or wrapper, is a structure that combines an insurance contract and a bank account to create a holding vehicle for you, through which you can invest into many different types of offshore funds, cash deposits and holdings. Through Abbey F.S. we can hep you establish a portfolio wrapper tailored to your requirements and allow you access to the very best fund managers with huge discounts.
In addition, here at Abbey Financial Solutions we can find the most suitable portfolio bond for your current situation and residency, as we are able to offer both offshore and EU approved investment vehicles.
The popularity of a portfolio bond has increased in recent years with the advent of the European Savings Tax Directive (EUSD). With the European Savings Tax directive rising to 20% in July 2008 and a massive 35% by 2011, a portfolio bond is increasingly a more favourable option. If you want to hold your cash in the security of a bank account, you can even do this through a portfolio bond.
Furthermore, you can also hold and transfer existing funds and equities to consolidate your investments and reduce administration headaches. From the single, simple structure of a portfolio bond an investor can shrewdly diversify his/her portfolio through investment across various asset classes. Plus, profit made through sale and purchase of funds within a portfolio bond is not subjected to capital gains tax (CGT). Through Abbey Financial Solutions you can also further benefit from massively discounted fund charges and under certain circumstances have any initial charges reduced to zero, investing with some of the world's leading fund groups and managers.
Could an offshore or EU approved portfolio bond be suitable for you? If you can answer YES to any of the following questions then you need to talk to Abbey Financial Solutions today!
- Are you looking to benefit from a return higher than a normal offshore bank or deposit account?
- Is the European Savings Tax Directive eating into your overall deposit income?
- Do you have at least 50,000 GBP (or currency equivalent) that you can invest?
- Do you want to speak to an expert to see if you are getting the best returns for your money?
Do you want more information about offshore portfolio bonds?
Contact us today. Alternatively complete our online Savings Designer to receive a personalised recommendation.
