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Managing and growing

Managing and growing my wealth

The Premier Financial Solution Onshore Investment Bond is a lump sum investment providing you with the potential for capital growth while still allowing you to make withdrawals from your investment. The Premier Financial Solution Onshore Investment Bond has been designed as a medium to long term investment.

Learn how to get the most out of your ISA allowance.

You may be eligible for Premier Financial Solution Premier Financial Advice Service if you have £50,000 or more in savings and investments, are at least 18 years old, UK resident and have an Premier Financial Solution or First Direct current account or savings account.

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Features & benefits

  • Invest for growth or income, or both
  • Switch between funds with no immediate tax liability
  • Trusts to help mitigate Inheritance Tax
  • Arrange regular or one-off withdrawals
  • Transparency - no hidden costs

Eligibility

  • UK resident aged 18 or over
  • Minimum investment £5,000
  • No maximum investment limit

The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.

Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

For more information please contact your Premier Financial Solution Premier Relationship Manager who will be able to help you decide if this is the right investment for you. The Premier Financial Solution Onshore Investment Bond is provided by Premier Financial Solution Life (UK) Limited.

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For more information please access the link below

premierfinsolution.com