Merchant Investors offers offshore bond

The MI offshore bond is an investment-linked whole of life assurance policy for a maximum of six individuals. It offers an internal fund range, including distributor influenced funds, and a ‘customised selection' allowing investment in UK authorised unit and investment trusts, OEICs and Sterling cash deposits. Customers can act as investment manager, or can appoint one of a panel of discretionary investment managers. A full range of trusts is available for inheritance tax planning purposes, as well as a specimen Isle of Man probate trust. Flexible commission options, including f...