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Investment Bonds

An investment bond is a single premium life assurance policy. However it’s s fundamentally a collective investment enabling the investor to invest a lump sum in order to benefit from the features of the product and the tax treatment that applies to them.

Find out more about investment bonds in this handy fact sheet.

If you have any queries about investment planning, please get in touch with a member of our team.

Information correct as of May 2021.

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Carpenter Box Wealth Management LLP is a Limited Liability Partnership. Registered in England and Wales No. OC338257. Registered Address: Amelia House, Crescent Road, Worthing BN11 1RL. Carpenter Box Financial Advisers is a trading style of Carpenter Box Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 489484 at https://register.fca.org.uk.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

The Financial Conduct Authority does not regulate taxation, legal, Will or Trust advice, Estate Planning, cash flow modelling, as well as some types of corporate financial planning.
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

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