What is the European Wealth Bond?
The European Wealth Bond is specifically designed to be tax efficient for UK-resident investors, allowing them to take maximum advantage of potential offshore tax benefits.
Is the European Wealth Bond right for you?
The European Wealth Bond allows you to have peace of mind that your investment strategy is being managed by experts. It is designed to be flexible because we know that your circumstances may change over time and you need an investment that can adapt to meet your financial goals throughout your lifetime.
The Bond is specifically designed for use with a Discretionary Asset Manager and you must request that one is appointed.
Summary of the main benefits of our European Wealth Bond:
- Minimum premium £100,000*.
- Designed to be a medium- to long-term investment (meaning five years or more).
- Tax benefits for UK-resident investors.
- Wide choice of assets on offer, for example access to direct equities.
- The appointed Discretionary Asset Manager has the responsibility and administrative burden of monitoring and managing the assets linked to the bond so you don’t have to.
- Access to a market leading range of trust solutions.
* Although the Discretionary Asset Manager may impose their own, higher minimum premium.
Helping you benefit from this attractive investment solution
To help you benefit from this fantastic opportunity, we’ve prepared a suite of supporting documents, including:
Please contact your Financial Adviser for further details on how our European Wealth Bond could be the right investment solution for you.
The information provided on this page is not intended to offer advice. It is based on Old Mutual International's interpretation of the relevant law and is correct at the time of publication. While we believe this interpretation to be correct, we cannot guarantee it. Old Mutual International cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained on this page.
Past performance is no guarantee of future returns. The value of the investments and the income from them can go down as well as up and the investor may not get back the amount invested. Where a transaction involves more than one currency the investor may be exposed to the risk of currency fluctuations.