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Investment bonds are single premium investments which usually offer an open ended term and a variety of different investment options can be accommodated within this tax efficient wrapper.
Open-Ended Investment Companies (OEICs) and Unit Trusts are seen by many as the most popular investment funds available. Both are a type of collective investment where you invest your money alongside other investors, spreading the risks involved.
When investing in an OEIC you buy shares in the company itself. The company uses the pooled funds from all the investors to buy assets on your behalf, such as stocks and shares, gilts, and property. The investment is ‘open-ended’ as the assets (represented by your shares), can be changed, bought or sold at any time.
An investment bond operates under special rules which give the opportunity to plan income and defer potential income tax liabilities and any gains made are not subject to capital gains tax on the policyholders.
As there are usually no minimum periods of investment and limited tax implications, ISAs can be an attractive proposition, especially to those paying tax.
Creating and maintaining the right investment strategy is vital to achieving your financial goals.
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