We’re here to help you grow your clients’ savings, and with our Smoothed Managed Funds Bond you can make the most of its unique features to do just that. It’s an onshore investment option with a range of fund options managed to our mandate by Columbia Threadneedle Investments.
Designed to provide long-term steady to moderate growth, with very low to medium level risk investment, the main features of our Smoothed Bond include:
Looking to mitigate inheritance tax on large sums
Who don’t have access to tax-efficient investment wrappers like ISAs
Who have high CGT exposure, with no dividend allowance
Want lower risk and potential above inflation returns
Lump sum investors who want to utilise a multi-tax wrapper approach
Will pay high CGT on the returns of other investments
Want to balance out their portfolio and have a healthy risk appetite
Want to preserve wealth as they approach retirement
We want your clients to live confidently. That’s why we give our members more with their LV= ISA.
As an investor in our ISA, your client automatically becomes a member. This means they can get access to exclusive member benefits and additional.
Our aim is for eligible members to share in the success of our business – we do this through the mutual bonus.
9am - 5pm Mon-Fri
TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.
Email [email protected] to book an introductory meeting. Please quote your FCA number and postcode.