Fixed Term Bonds

Earn up to 7.75% p.a. tax-free with a
fixed term bond from Carlton Bonds.

OPEN IFISATRANSFER ISA

Capital is at risk and returns are not guaranteed. These are fixed term bonds and are not readily realisable.

Benefits of investing into a Carlton Bonds fixed term bond with an IFISA

  • Invest up to £20,000. Invest your full ISA allowance with us, or split your allowance across Cash ISAs and Stocks & Shares ISAs.
  • Earn tax-free interest. Earn between 4.75% p.a. and 7.75% p.a. tax-free and choose to have your interest paid quarterly or at maturity.
  • Transfer any existing ISA. It’s simple to transfer your existing ISAs with help from our dedicated customer service team.
  • No Charges. It’s free to open a Carlton Bonds fixed term bond IFISA and we won’t charge you to transfer your existing ISAs.

The Innovative Finance ISA is not a Cash ISA. Your capital is at risk and returns are not guaranteed. You will need to choose which bonds to hold in your IFISA, and returns can be earned tax free. Tax treatment depends on the individual circumstances of each investor. Investment is not covered by the Financial Services Compensation Scheme (FSCS). To view the full risk statement click here.

Get started in three simple steps

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Choose

Choose your preferred bond series, investment term and rate.

Select icon

Select

Select the amount you would like to invest into your IFISA.

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Invest

Invest online. Its quick, easy and all completed in a matter of minutes.

Calculate your tax-free returns

You can invest from £1,000 and choose a bond series with interest paid quarterly or for a higher return, choose a bond with interest paid at maturity.

Capital is at risk and returns are not guaranteed. These are fixed term bonds and are not readily realisable.

How much would you like to invest?

£
Minimum investment amount is £1,000

Series Eleven bonds

up to 4 Years
10.00

Interest paid On Maturity

Term remaining: 41 Months

Expected gross return
£ 0.00
CHOOSE
7.75

Interest paid Quarterly

Term remaining: 41 Months

Expected gross return
£ 0.00
CHOOSE

Series Twelve bonds

up to 2 Years
8.00

Interest paid On Maturity

Term remaining: 17 Months

Expected gross return
£ 0.00
CHOOSE
5.75

Interest paid Quarterly

Term remaining: 17 Months

Expected gross return
£ 0.00
CHOOSE

Your capital is at risk, investment is not covered by the Financial Services Compensation Scheme (FSCS)

Would you like more information on fixed term bonds?


Download your investor guide to find out how a Carlton Bonds fixed term bond IFISA could form part of your ISA portfolio.

Main image for 'CARLTON Bonds Brochure'

What is a fixed term bond?

A fixed term bond can either be an investment bond, savings bond, or a mini-bond, and it's critical that potential savers and investors understand the differences.

With any fixed term bond, investors are tying their money up for a set period of time (term), and fixed term investment bonds may offer target rates of between 4% and 8% per annum.

Who are fixed term bonds for?

Because of their medium/high risk profile - along with their status as an investment product, meaning your capital is at risk and returns are not guaranteed - fixed term investment bonds are generally better suited to more experienced investors who can be categorised as;

  • sophisticated investors
  • high-net-worth individuals
  • professional investors

Can fixed term bonds be held in an ISA?

Yes, fixed term bonds can be held in an Innovative Finance ISA (IFISA), as long as the provider allows.

The main benefit of holding a fixed term bond in an IFISA is that it benefits from the ISA tax wrapper, meaning returns are tax free.

Who can open a Carlton Bonds fixed term bond IFISA?

The Carlton Bonds fixed term bond product has been exclusively created for experienced (sophisticated, high-net-worth or professional) investors, aimed at helping them generate a higher return on their investments.

How much can I invest in a Carlton Bonds fixed term bond IFISA?

The maximum amount that you’re able to invest into a Carlton Bonds fixed term bond through an IFISA is currently £20,000. This is in line with the annual ISA allowance, which is £20,000 for the 2020/21 tax year.

How do I open a Carlton Bonds fixed term bond IFISA?

Opening an IFISA and investing into a Carlton Bonds fixed term bond is a simple online process.

You will be required to register with us and complete some simple steps, including an appropriateness test and choosing your bond series.

Use the ‘open IFISA’ button below to get started.

Can I only invest in a Carlton Bonds fixed term bond through an IFISA?

No, you can also invest into a Carlton Bonds fixed term bond via your Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS), or you can invest direct.

However, holding your Carlton Bonds fixed term bond in an IFISA makes all returns tax-free, so it’s certainly worth considering.

Can I transfer funds from my existing ISA to a Carlton Bonds fixed term bond IFISA?

Yes, you can transfer funds from an existing ISA into a Carlton Bonds fixed term bond IFISA.

Please be aware that if you choose to transfer from a Stocks and Shares ISA, you may be required to sell current investments.

Use the 'transfer ISA' button below to get started.