Individual Growth Services
Endowments
An endowment is an investment plan that allows you to create wealth tax-efficiently.
Investment Term
Fixed Term with a minimum 5 years.
Risk
Dependant on individual’s risk appetite
Liquidity
No access to money in first contract year.
Tax
Taxed within the fund.
Tax-free after 5 years.
Inflation
Returns will exceed inflation if growth exceeds inflation.