Investment advisers
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Who might be interested in investing in the Chesnara Life Onshore Investment Bond?
The Chesnara Life Onshore Investment Bond is designed to meet the needs of investors who are looking for:
- An investment with a flexible, transparent charging structure
- Potential growth from their investment
- A tax-efficient way to supplement income
- Some control over their capital whilst enabling effective Inheritance Tax planning
- The ability to influence the timing of any tax liability on their investment
- A long term trust investment
- A way for a limited company to invest in the Chesnara Life Onshore Investment Bond. Find out more
The Chesnara Life Onshore Investment Bond is not for everyone. It is not suitable for non – UK taxpayers, non – UK residents or short-term (less than 5 years) investors.
Introducing
The Chesnara Life Onshore Investment Bond
The Chesnara Life Onshore Investment Bond is a tax-efficient investment wrapper designed to be used for a number of financial planning purposes.
It gives your clients access to a flexible, transparent and low-cost way of investing for growth, producing regular payments to supplement income, or passing on assets as part of an estate planning strategy.
The Chesnara Life Onshore Investment Bond is available directly from
Chesnara Life, via Chesnara Life Select, and through a selected number of platform partners, including M&G Wealth, Fusion Wealth and True Potential. Discretionary Fund Management (DFM) propositions can be accessed through the platform route.
Please note you will need a relationship with the Platform provider and their charges will apply.
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Click to view page: Illustrations, applications and service
Produce illustrations, process applications, access literature and view specific servicing options
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Start doing business with us
It is easy to start doing business with us.
Just contact your local Business Development Manager (BDM) who will be happy to discuss the way forward.
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Tools and Guides
Information for clients looking to grow their money, produce regular payments to supplement income, or plan for the future – perhaps as part of an estate planning strategy