Opportunities in the market
Bonds & other investments
We highlight the advantages of investment bonds in our fact sheets. Each one covers a specific area. In total, we provide a detailed guide to investment bond taxation and planning opportunities.
Tax treatment depends on the individual circumstances of your client and may be subject to change in the future. Tax rules can change.
Is your client considering taking out an investment bond? Is it to be held under trust? We have a range of trusts available which are primarily designed for use with our investment bond. We also have a separate range of trusts for use with Scottish Widows Protect products.