Bonds

Investment bonds can be used within a portfolio to meet a wide variety of investor objectives and as part of a wider tax planning strategy.

A bond is a single premium investment policy. Part of the premium gives life cover whilst the balance is invested. Under certain circumstances, since the bond is a life policy, certain tax advantages may be enjoyed. However, because of the cost of life cover, charges tend to be higher than for other forms of collective investment.

Your Barclays Financial Planning Manager can recommend a solution that’s right for your personal circumstances.

• Important Information

  Investment Bonds are intended to be held for the medium to long term (5 years and longer) and you should be aware that the value of investments and any income from them can fall as well as rise. Returns are not guaranteed and you may not get back what you originally invested. The level of risk will depend upon the funds that you invest in and the length of time that your money is invested. Investment Bonds may not be appropriate for everyone and we recommend that you always seek guidance from your own tax adviser about the tax implications that could arise with this type product based on your personal circumstances.

With Barclays Financial Planning you get:

• Access to investments sourced by our dedicated in house research team who select according to our strict assessment criteria.
• A panel of investments that is regularly reviewed and updated.
• Each product assessed against, provider strength, value for money and benefits.

For more information call 0800 587 2024 to book an appointment or request a call back.