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Products

We offer a range of tax-friendly offshore investment plans to give your clients choice and control. Here we tell you more about the three main ones.

5 for Life

5 for Life is our offshore product that gives your clients' flexibility and choice when planning their retirement. It's our revolutionary investment solution for retirement income that now comes with not one, but three guarantees. If offers:

  • Guaranteed income for life
  • Guaranteed money back after 10 years
  • Guaranteed money back on death
  • Flexibility to access your money at any time
  • The potential to benefit from any future growth

Find out more here

Flexible Investment Plan

The Flexible Investment Plan is a flexible offshore investment plan that lets investors make both regular and single contributions at any time. It can be an ideal way for your clients to enhance retirement planning by maximising the benefits of offshore investment.

Wealth Management Portfolio

Our Wealth Management Portfolio is an offshore, single contribution portfolio bond that combines the tax advantages of an offshore life policy with the investment flexibility of portfolio management service. It offers:

  • flexible charging structures
  • extensive investment choice with three layers of funds
  • guaranteed rebated payments on our preferential range of funds
  • a number of tax advantages

Find out more here

Tax benefits

The specific benefits of an offshore bond depend upon your client's individual circumstances. But there are a number of generic benefits for UK residents which tend to apply in most situations.