LMEP WAY Offshore Investment Bond
How can UK investors access flexible and profitable investment arrangements that offer the best legal and tax benefits generally available?
A simple and effective investment solution for growth and 'income'...
La Mondiale Europartner offers investors an ideal solution through the LMEP WAY Investment Bond. Investing in a Luxembourg-based bond means that investors generally defer the payment of personal income tax until they fully cash in their bond, or make withdrawals. With the LMEP WAY Investment Bond, if investors wait until they are in a lower tax band before cashing in their policy then this could provide valuable tax-planning opportunities.
The LMEP WAY Investment Bond offers flexibility in terms of investment style via the full range of funds available from WAY Fund Managers Limited. In this manner investors can benefit from the constant attention of WAY's appointed team of experienced investment professionals whilst enjoying the various benefits of investing via a Luxembourg-based bond.
The LMEP WAY Investment Bond can be tailored to meet individual needs. It can be used as a stand alone investment in its own right or form part of a wider financial strategy which might involve Income, Capital Gains or Inheritance Tax planning. The flexibility incorporated within the LMEP WAY Investment Bond also means that it can be adapted as an investor's life and investment needs change.
La Mondiale Europartner
La Mondiale Europartner (LMEP) is owned jointly by La Mondiale and the Aegon Group, through La Mondiale Participations. La Mondiale is a mutual life insurance company which became the first French mutual insurance company to be rated by Standard & Poor's. La Mondiale is one of the 10 biggest French life insurance companies with over 31 billion Euros of assets under management and a premium income in 2005 of 4.8 billion Euros (Source: La Mondiale Europartner, 12th July 2005).
La Mondiale's status provides the stability required by policyholders. The Aegon Group is the holding company of one of the world's 10 largest listed insurance groups. The Group's businesses offer a diverse portfolio of products: principally in life insurance, pensions and related savings and investment products, but also in accident, health and general insurance.
Click to access the: Plan Documents: LMEP WAY Offshore Investment Bond
Click to view: Press Release: LMEP WAY Offshore Investment Bond
1. Benefits are not guaranteed and the value of investments can fluctuate. 2. This document is based on La Mondiale Europartner's understanding of current taxation laws and practices in the United Kingdom and the Grand Duchy of Luxembourg, which may be subject to future change. 3. Should the La Mondiale Europartner become, at any stage, unable to meet its obligations to clients, holders of policies issued by La Mondiale Europartner will not be protected by the Financial Services and Markets Act 2000. 4. In certain circumstances, La Mondiale Europartner may be required to seek the approval of the regulatory body Luxembourg for investments in some external funds and assets selected by clients. 5. The Investment Bond is designed for medium to long term investment and is not to be directly compared with bank or building society accounts, where an investor's capital can be accessed at any time with little or no penalty.