with profits bond
Over the medium to long term, investments in the stockmarket have tended to produce far healthier returns than bank or building society deposit accounts. *
However, the value of these investments does not always progress smoothly upwards and can at times fall quite sharply.
If you’re an investor who wishes to take advantage of these potential higher returns and also want to try and manage the ups and downs, then the With Profits Bond from Ecclesiastical Life Limited could be for you.
A With Profits Bond invests in a wide portfolio of company shares, government bonds, corporate bonds, deposits and property, and distributes the growth of these investments in the form of bonuses that aim to smooth returns during times of market volatility.
So, if you have a lump sum of £5,000 or more to invest, here’s how you could benefit from a With Profits Bond:
offers the potential to invest for growth or take a regular income
the value of your With Profits Bond can grow through regular bonuses
favourable tax treatment for partial withdrawals of up to 5% of your original investment.
Please note that past performance should not be seen as an indication of future performance, and that the value of investments can fall as well as rise.
Next steps
If you have any queries, simply call 0845 777 3322, or email information@eigmail.com.
The information supplied in this page is based upon our understanding of current UK law and HM Revenue and Customs (HMRC) practice (June 2008). Please remember that tax law and HMRC practice may change from time to time. The value of any tax relief will depend on the individual circumstances of the investor and the tax efficiency mentioned may not continue in the future.
* www.telegraph.co.uk/money (June 2008)
