Sterling Investment Bond

Zurich has offered Investment Bonds through various brands for over 35 years. The main aim is to grow the value of a customer’s lump sum investment over the medium to long term by offering access to a wide range of leading investment funds and investment fund managers.

In addition to the primary aim of providing the potential for growth on a lump sum investment, the Bonds are also suitable for customers who want to mitigate a likely IHT liability and so grow their investment in a tax efficient manner. In this respect, we offer a free range of discretionary and bare trusts where the customer can retain some control over the gift because they will be a trustee. Depending on the customer’s need for capital and/or income from their gift, a wide range of trusts are available to help mitigate a potential IHT liability.

Please refer to the Key Features Document and Terms & Conditions for full product details.