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Expert Financial Advice for Expatriates

Helping you make
the right choices to

make managing your
money much easier.

Portfolio Bonds can be an efficient, cost effective solution for your cash deposits and liquid assets

A portfolio bond wraps up your savings, investments, cash deposits and any liquid assets, and offer significant tax, reporting and administrative benefits. If you have over £50,000 in liquid assets, your Abbey Wealth Adviser will be able to discuss with you the suitability or not of these products.

What is a portfolio bond?

A portfolio bond is a wrapper type structure; it combines a simple life assurance contract to create a highly tax efficient holding vehicle for your assets.

Simon Hannam of Abbey [...] has provided me with sound financial advice since I first approached him in 2011. I have full confidence in his opinions and have been satisfied with how my investments have been managed and with my portfolio.

Mark

Is a portfolio bond right for you?

If you have over £50,000 in liquid assets, you may be able to benefit from a portfolio bond. Depending on your personal circumstances such as your tax status, we can help you construct an offshore portfolio bond or an EU approved structure.

How a portfolio bond can benefit you

Your dedicated Abbey Wealth adviser will determine the suitability of a portfolio bond for you. We will help you to find the best jurisdiction, choose an insurance company and bank account provider, and assist you throughout the entire set up and ongoing management phases.

Features and benefits of portfolio bonds:

  • Maximised tax efficiency of savings and investments while living as an expatriate and upon future repatriation to UK.
  • Increased personal and asset privacy and security
  • Protection against creditors and bankruptcy by designating a third party as your insurance policy beneficiary
  • Legal IHT avoidance
  • Flexibility, access to income and capital at any time
  • Low administrative fees

Finding managing your finances a hassle?
Let Abbey Wealth take away some of the stress - speak to one of our friendly advisers today.

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How to establish a portfolio bond

How to establish a portfolio bond

The process of establishing a portfolio bond is very straightforward, and we will assist you throughout the set up and ongoing management phases.

After your portfolio bond is established, you can either take direct control of the ongoing investment of your money, or use our service for the ongoing management and investment of your funds.

Wealth Management

Wealth Management

Portfolio bonds are simple structures, they make managing money much easier, and our experience in this area is unrivalled.

We are best placed to help you determine whether a portfolio bond is right for your financial position, and establish the best structure for your wealth’s management.

Trust us to help you every step of the way

Struggling to understand your financial options? We can help.
Speak to our expert advisers for tailored advice specific to your needs.

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First Class Service

“We have been with Abbey for five years now and the service they provide has been first class.

The communication has been outstanding and our adviser has always contacted us to review the portfolio and have always been on hand to give advice when required. ”

Mr and Mrs Knight

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Talk to an Adviser

You can reach us directly by calling us between the hours of 8am and 6pm CET and we will immediately assist you.

  • +34 952 887 270

    8:00am - 6:00pm CET

You will be asked a few simple questions about what you are looking for and your current situation before

Alternatively you can...

Contact Us Online

Tell us about you and you're situation so we can tailor our advice specifically to your financial needs.


or request a call back

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