At efpg we can offer Spanish tax compliant investment bonds provided by international insurance providers that are written as unit-linked whole-of-life policies (payable 101% on the death of the policyholder). The main features of the bond are as follows:
- Underlying investments have to be EU regulated equity funds such as collective investment schemes
- Capital gains tax is deferred until withdrawals are taken
- Available in GBP, EUR & USD
- Compliant bonds only pay tax on the gain element when making withdrawals and not on the income
- Different risk strategies available
- Can be written in joint names so that 100% can be passed to the survivor without Spanish probate
- All investments are held on one platform with online access for reviewing the portfolio
- A low minimum initial investment
If you are interested in finding out more about tax compliant investment bonds please call us on 951 81 80 01 or send us an email at info@efpg.es
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