Nucleus Onshore Bond account

    An investment-linked whole of life assurance policy

    The Nucleus Onshore Bond account is a flexible, tax-efficient investment-linked whole of life assurance policy, issued by Sanlam Life & Pensions UK Limited. It offers access to a wide range of funds, including regulated exchange traded funds and investment trusts.

    The Nucleus Onshore Bond account – at a glance

    The account is subject to an additional annual wrap charge of 0.10%.
    There is no minimum initial investment.
    There are no restrictions on the amount or frequency of additional payments.
    Clients can choose from over 2,000 assets from around 150 fund managers.
    You can assign the whole bond or a number of segments.
    The account can be used with a number of trusts from the Nucleus trust suite or an existing trust deed.

    A to Z of tax year end

    The tax year end provides a great opportunity for you to review your clients’ portfolios and make sure they’re making the most of the tax-efficient investment options available to them. Click below to find lots of information on the key opportunities surrounding tax year end, including factsheets, videos and tools.

    Get in touch to learn more

    To find out more about our range of account wrappers and how we can support you deliver outstanding outcomes for your clients, fill in your details and we’ll be in touch.

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