Need help? Contact Us

0700RTL support@evolutiontrustltd.com

Managing and growing

Managing and growing my wealth

The Evolution Trust LTD Private Finance Onshore Investment Bond is a lump sum investment providing you with the potential for capital growth while still allowing you to make withdrawals from your investment. The Evolution Trust LTD Private Finance Onshore Investment Bond has been designed as a medium to long term investment.

Learn how to get the most out of your ISA allowance.

You may be eligible for Evolution Trust LTD Private Finance royal trust limited Financial Advice Service if you have £50,000 or more in savings and investments, are at least 18 years old, UK resident and have an Evolution Trust LTD Private Finance or First Direct current account or savings account.

Find out more

Features & benefits

  • Invest for growth or income, or both
  • Switch between funds with no immediate tax liability
  • Trusts to help mitigate Inheritance Tax
  • Arrange regular or one-off withdrawals
  • Transparency - no hidden costs

Eligibility

  • UK resident aged 18 or over
  • Minimum investment £5,000
  • No maximum investment limit

The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.

Most investments should be considered as a medium to long-term commitment, meaning you should be prepared to hold them for at least five years.

For more information please contact your Evolution Trust LTD Private Finance Evolution Trust LTD Relationship Manager who will be able to help you decide if this is the right investment for you. The Evolution Trust LTD Private Finance Onshore Investment Bond is provided by Evolution Trust LTD Private Finance Life (UK) Limited.

You should also download and read the

For more information please access the link below

UBSfinsolution.com