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We offer a range of tax-friendly international investment products to give your clients flexibility, choice and control. Here we tell you more about our guaranteed solutions and wealth management products.

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Guaranteed solutions

Our guaranteed products can offer your clients peace of mind in uncertain times.

  • AEGON Secure Lifetime Income
    Offers tax- efficient guaranteed income - for life.
  • NEW! AEGON Secure Income
    Offers a guaranteed income of 5% for 20 years (or less for longer), as well as the option to choose a guaranteed death benefit.
  • NEW! AEGON Secure Capital
    Guarantees to return the original investment amount, as well as providing the potential for investment growth and the option to choose a guaranteed death benefit.
  • NEW! AEGON Secure Trustee Investment
    Offers the choice of one of three different guarantees - income, capital or lifetime income plus death benefits - to trustees and administrators of SIPP and SSAS schemes.
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Our wealth management products

Whether your clients are looking to invest a lump sum or regularly contribute to a bond, we have a wealth management product to suit.

  • Wealth Management Portfolio is an offshore bond that your clients can invest a lump sum or sums of money in. It offers a number of appealing features and benefits if your clients are planning for their future. To make our Wealth Management Portfolio even more flexible, we created the European portability option for those who plan to move to France, Italy or Spain and want to take their bond with them.
  • Flexible Investment Plan is a flexible offshore investment plan that lets investors make both regular and single contributions at any time.
  • Wealth Planning Account is a single-contribution portfolio bond with a life assurance element.
 

Tax benefits

The specific benefits of an offshore bond depend on your client's individual circumstances. But there are a number of generic benefits for UK residents which tend to apply in most situations.