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Capital Investment Bonds

Capital Investment bonds are designed to give capital growth and/or income over the medium to long term with access to your money by taking regular or one off withdrawals. Most bonds are designed for investment over at least five years. If you cash in your investment before that time, you are likely to be charged an early-surrender penalty.

Bonds are set up through insurance companies without the need for a check on your health status. Bonds can be opened onshore (within the UK) or offshore to take advantage of tax concessions. The decision will depend on your personal tax situation.

There are no maximum limits to invest, but barriers to entry can start higher than other investments, with a £15,000 entry point being not untypical.

Drawing down income from a capital investment bond can be an option, though obviously any income drawn down will deplete the original capital if the amount withdrawn exceeds the capital growth of the bond. You may be able, depending on the policy, to make additional payments to the bond at any time, as well as one-off withdrawals. With a capital investment bond an investor could make a profit from stock market upturns.

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Sheffield Office

  • I2 Retirement & Financial Planning

    Unit 5, Shepcote Office Village

    Shepcote Lane

    Sheffield

    S9 1TG

  • Phone : 0114 249 3444

  • Email : sheffield@i2ifa.co.uk

Nottingham Office

  • I2 Retirement & Financial Planning

    58 Station Road

    Sandiacre

    Nottingham

    NG10 5AS

  • Phone : 0115 939 2626

  • Email : nottingham@i2ifa.co.uk

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

I2 Retirement & Financial Planning Limited is authorised and regulated by The Financial Conduct Authority. I2 Retirement & Financial Planning Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 457952.

Registered in England under reference 05398309

Registered office address: Unit 5, Shepcote Office Village, Shepcote Lane, Sheffield, S Yorkshire, S9 1TG