content is aimed at financial advisers only and should not be relied on by
AXA Isle of Man bonds can help your clients invest in a tax-efficient way. Special versions of some of these bonds are available on the Elevate platform – so you can manage them alongside your clients' other investments. This makes it easier for you to create a consistent investment strategy across their whole portfolio.
You can meet your clients’ individual needs with either the flexibility of Evolution or the inheritance tax and wealth transfer benefits of the Estate Planning Bond. Whichever they choose, you can manage it through Elevate.
A flexible international investment bond - helping your clients invest for income, growth, for their family or for tax planning. And it's flexible enough to be adapted to the changing needs throughout their life.
An international investment bond and a discounted gift trust that can help your client invest for their family - it could reduce your client's inheritance tax bill while also providing them with an income.
These bonds are available on the Elevate platform on AXA Isle of Man's Flex / Elevate™ pricing terms. These are special terms for bond accounts where all the assets are managed on Elevate.
The rate of the Elevate Portfolio Charge is linked to the total value of your client's assets on Elevate - so the rate can reduce as the value of your client's portfolio increases.
The minimum investment amount for either Evolution or the Estate Planning Bond through Elevate is £50,000.
Fund switches on Elevate are free of charge.
Your client's investments can go down as well as up and they could get back less than they paid in. The information above is based on our interpretation of current law and taxation. Tax rules can change and are subject to individual circumstances.