Customised investment insurance plans (Portfolio Bond)
Customised investment insurance plans (Portfolio Bond) are intended for a situation where the funds to be invested are significant. The investment product can also be customised to take the client’s form of wealth into consideration. An investment insurance plan can be combined with customised asset management, where the customer has an appointed asset manager and investment decisions are made in accordance with the profit/risk levels agreed on with the customer. The benefit is the transfer of capital gains tax, as capital gains tax is paid on the profit only after the profit exceeds the amount originally invested.
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