Historically Off Shore Bonds have paid high levels of commission. Wexdon is not focused on getting commission. We prefer to charge fees. If a product gives a commission, we take our fee and give the client the surplus. The amount of commission will therefore not influence our drafting of your bespoke financial plan.
Off Shore Bonds can be a useful tool in tax mitigation if a higher rate tax payer plans to retire before the maturity of the bond and becomes a basic rate tax payer in retirement.
Wexdon is not focused on getting commission. We prefer to charge fees. If a product gives a commission, we take our fee and give the client the surplus. The amount of commission will therefore not influence our drafting of your bespoke financial plan.
During our full financial review we will identify if an Off Shore Bond or Off shore investments are suitable for your circumstances, and if the costs and risks really will be advantageous over On Shore investment options.
We also have experience giving advice to Non Domicled residents who are be interested in investment advice for their assets outside the UK.
Our initial appointment is free of charge – no matter how long it takes. Even if you live in a completely different part of the country, we are pioneering Skype conferencing for IFA meetings. All it will cost is a little bit of your time. Call us now to book an appointment to start the process. It is your first step to a brighter future.
The value of a unit linked investment is not guaranteed on encashment and you may not get back the full amount invested.