The investment you control

The Offshore Open Bond is a flexible investment that can readily adapt to your client's changing personal circumstances.

One that allows your client to select and control a portfolio of investments. And one that enables your client to take full advantage of a range of tax concessions without compromising on choice.

Benefits to policyholders

• Withdraw up to 5% of the original investment each year without incurring a tax charge
• Decide how and when any withdrawals are taken as required
• Invest in a range of different investments
• Client retains control of the investments at all times
• Place the Bond into trust either at outset or at a later date
• Ability to gift the policy to another person
• Use the bond for IHT mitigation purposes

Notice: Members of the public wishing to enter into an Offshore Open Bond must do so through a UK authorised IFA.

It is a requirement before we issue the Bond that your client obtains advice as to the suitability of the Bond to their personal circumstances from a person appropriately authorised. We do not give advice ourselves. London & Colonial give no warranty as to the impact of tax or other matters in relation to individuals wishing to buy financial products.

If you have any questions please contact us, or alternatively for further information please go to our Offshore Bond literature library.