Planning and technical guidance

Bonds & other investments

 

Our fact sheets and financial planning articles cover the tax treatment of investment bonds, planning opportunities and tax mitigation strategies.

 

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.

Products

 

Trusts

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.

eServices, tools and calculators

Use our Bond Gain calculator to calculate the chargeable event gain on full surrender of an investment bond.

Start a new bond illustration.

Get in touch

Contact us

Contact us

Copyright ©2018 Scottish Widows | Copyright, companies, legal and privacy information |  Accessibility | Site map

Important Information about Scottish Widows | Read about how we use cookies

Information within this site is intended for UK authorised and regulated financial advisers only. It is not intended for onward transmission to retail customers and should not be relied upon by any other person. If you are not an adviser please return to our consumer site.

Scottish Widows is not responsible for the content of third party websites. Separate terms apply to the use of third party websites and Scottish Widows does not warrant the accuracy, reliability, availability or otherwise of these sites.

By using this site you agree to our terms & conditions of use. Please read our copyright, companies, legal and privacy information. We may record and monitor calls to help us improve our service.

Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

Scottish Widows Bank is a trading name of Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.

Browser Warning: your browser may not be fully supported on this site. Visit our browser help page for a list of supported browsers.
close