Investments

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Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

 

Not all areas of Tax Planning are regulated by the Financial Conduct Authority.

 

The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested’

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Making the most of your investments and savings.

 

MK Financial Planning Limited is an appointed representative of pi financial ltd: Company Number 3556277. pi financial ltd is authorised and regulated by the 

Financial Conduct Authority and appear on the FCA website under reference 186419.

 

MK Financial Planning Ltd registered address is Financial House, Suite A, 267 Southmead Road, Westbury On  Trym, Bristol, BS10 5EL

 

; MK Financial Planning Ltd registered in England No: 05487160 and appear on the FCA website under reference 435374; pi financial ltd is registered in England. Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU

 

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An Investment Bond is an insurance product that allows you to invest a lump sum with the aim to provide an income, growth or a combination of income and growth over the medium to long term. The aim of the product is to potentially provide a better return on your investment than a bank or building society based investment.

 

Lump Sum Investment Bonds

Lump sum investment Bonds usually offer a broad range of investments funds from deposit funds (for cautious investors) through to high risk speculative investment funds. It is possible to invest into a range of the funds to help spread risk, rather than investing into one specific fund. It is also possible to switch between funds without incurring a liability to tax.

Making the Most of Investment Bonds

To make the most of your investment bond, it is usually necessary to invest for the medium to long term - typically at least five years. If you decide to surrender your bond or withdraw money in the early years you may get back less than you invested. Investments can be made into many different funds. Depending on the type of investment fund you choose, the value of the investment will go up and down on a daily basis.