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Onshore Investment Bond

A longer-term investment route

A simple overview of the product

Use this page to understand the main idea behind an investment bond and whether it belongs in your wider plans.

  • Useful for long-term planning
  • A starting point for reading the key facts
  • Designed for a straightforward overview

Key points

Long term

Best understood as part of a longer plan.

Tax treatment

Review the tax position for your circumstances.

Investment choice

Look at the underlying fund options.

Next step

Talk through whether the route suits you.

More information

How it works

Good to know

Frequently asked questions

Is this a short-term product?

No, it is generally used as part of longer-term planning.

Can I choose funds?

The underlying options depend on the product setup.

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