What we offer

Investing in an offshore bond isn’t just for the very wealthy. It’s very much a mainstream option which can be considered alongside other retirement and savings solutions like pensions and ISAs. If you're already making the most of them, then offshore bonds are another tax-efficient option that allow you to invest in a wide range of assets in a virtually tax-free environment. This may help meet your investment goals and gives your money the potential to grow.

You can also combine offshore bonds with trusts to help with other kinds of financial planning, like inheritance tax planning and passing wealth on to family and friends.

Wealth Management Portfolio

Our Wealth Management Portfolio offers a virtually tax-free way to grow an investment. It also gives you control over when you access your money, how much tax you pay and when.

  • The value of an investment can fall as well as rise for a number of reasons, for example market and currency movements. You could get back less than originally invested.
Find out more

Trusts

We’ve a range of trusts to help you achieve your financial planning goals.

Trusts are often associated with the very wealthy but trust planning can be used in many different situations. We find that there are three main benefits.

  • Ensuring those that matter can access the investment without delay.
  • Passing on as much of your estate as possible to your loved ones.
  • Making sure your wealth passes to who you want.

Aegon Ireland Trusts
  • The value of an investment can fall as well as rise for a number of reasons, for example market and currency movements. You could get back less than originally invested.
  • Trusts establish legal rights and entitlements and might have material financial and tax implications for the settlor, trustees and beneficiaries. Aegon Ireland isn’t authorised to provide legal advice, so you should take your own legal advice before setting up a trust, to make sure that it meets your requirements. Our trusts have been drafted for use by UK domiciled individuals.
Find out more