An insurance (friendly) society investment bond is a financial product offered by friendly societies or insurance companies. It functions as a tax-effective, long-term investment vehicle that combines elements of investment and insurance. It is technically an investment bond but the primary purpose is for investment where the earnings are taxed at a rate of 30%. Throughout this case study we will talk to how Gerrard wishes to help his daughter Tilly (14) fund a home deposit in 10 years' time. Click on the picture below to download the PDF of the case study.
