The European Executive Investment Bond can provide significant investment freedom by spreading and varying investments across a wide range of funds and/or different assets as you wish according to your financial goals and attitude to risk. By wrapping your existing investment portfolio, or building a new one, within a Bond, it gives you an almost unlimited choice of authorised collective investments from around the world, covering most major asset classes and currencies.
You can change and adapt your investment selection as your needs and circumstances change, often without the initial charges and tax liabilities associated with traditional structures. You can also transfer in or consolidate other existing investments and switch assets or funds. The Executive Investment Bond provides greater investment freedom than the Old Mutual International Ireland dac European Collective Investment Bond which otherwise offers the same benefits.
As the Bond is held offshore, in the politically stable and tax-efficient finance centre of Dublin, your funds are not currently liable to any form of income or Capital Gains Tax. It also provides estate planning options that enable you to pass on as much of your wealth as possible to your family and future generations.