Ascentric Offshore Bond

  

The Ascentric Offshore Bond is a single premium open architecture offshore bond providing investment flexibility and tax planning opportunities for individuals, trusts and corporate clients.

The Ascentric Offshore Bond holds 100% of the policyholder's assets on the platform, giving access to allowable investment funds and cash deposits and the benefits of our full online functionality. It also has the flexibility for you to appoint a Discretionary Fund Manager to manage your assets.

A bespoke illustration system is available and for tax planning purposes, draft trust documentation is available from Royal London 360° including their award-winning Discounted Gift Trust.

Features of the Ascentric Offshore Bond include:

  • Access to a full range of trusts including Royal London 360’s award winning Discounted Gift Trust (2010 and 2011 International Adviser International Life Awards)
  • Extensive range of funds and cash deposits
  • Income and gains are free of tax until encashment
  • Tax efficient income by withdrawing up to 5% of capital
  • Fund switches within platform are CGT free
  • Reassignment without triggering a disposal for CGT purposes
  • Tax reduced based time spent as a non-UK resident

Hot Links

  • Ascentric Offshore Bond Fast Facts Download
  • Ascentric Offshore Bond Client Application Form Download
  • Ascentric Offshore Bond Guide to Investments Download
  • Ascentric Offshore Bond Key Features Download
  • Ascentric Offshore Bond Terms & Conditions Download

 

For more information please contact us on:

0845 602 9821
Email us

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