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Investment Bonds and Trusts

The value of your investments can fall as well as rise and you may not get back the amount you invested.

Investments are one of the additional ways you can invest your money. This has no impact on your NISA allowance and is not limited by contribution limits or fund values. These can be used to help generate a regular income, capital growth or a combination of the two. They are a useful investment product.

There are a wide range of Trusts available to suit individual needs – whether you are gifting an asset in its entirety, or perhaps retaining the right to income but giving capital and growth away. You may wish to ensure your wishes are met in the event of your death.

Many plans can have a trust to “wrap around’ the plan or the option to put into Trust at a later stage or in the event of your circumstances changing.

We can work with Solicitors should your wishes be more complex.

If you would like to discuss the best Investment Bonds and Trusts for you, please call Squirrel Financial on 01634 564664.