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Corporate Investment Bonds / Policies

3DataModem · 2023-12-05 08:46:30

Is anyone familiar with these instruments? Seems to be a way for a company to put excess cash to work without having to pay the 20% close company surcharge on undistributed investment income. I see Irish Life and Aviva seem to have them, but any pitfalls, things to watch out for, things to be aware of? They are only sold…

05-12-2023 8:46am

#1

3DataModem

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Posts: 3860

Is anyone familiar with these instruments?
Seems to be a way for a company to put excess cash to work without having to pay the 20% close company surcharge on undistributed investment income.
I see Irish Life and Aviva seem to have them, but any pitfalls, things to watch out for, things to be aware of? They are only sold through brokers and I usually go direct for policies and stuff.

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