An rundown of the returns you can expect over the life of your bond.
CARLTON Bonds aims to provide bondholders with the following return over the life of the bonds.These figures are based on an example investment of £100,000 by an additional rate taxpayer who holds their bonds in a CARLTON Bonds IFISA and who subscribes in the first tranche and therefore holds their bonds for the full two or four year term. Investors who hold their bonds directly (outside of an IFISA or pension wrapper) will be subject to withholding tax at 20% and may have to pay further tax on interest received unless they are a basic rate taxpayer.
A comprehensive free guide for experienced investors. An Introduction to Property Bonds delivers information on how asset-backed property bonds can provide easy access to the high-yielding property market, offer potentially tax-free returns when Innovative Finance ISA (IFISA)-eligible, and present the opportunity to diversify an investor’s portfolio.In detail, the guide explores: – How property bonds can provide potentially higher returns against a backdrop of low interest rates– Why property bonds have increased in popularity, and how they can offer an attractive hands-off approach to the property sector– How investors can get involved with property bonds through tax-efficient methods including the IFISA, SIPP and SSAS pensions
A property bond (also known as a property investment bond) is a way for property companies and developers to raise money from investors in the form of a loan.Property bonds are an alternative investment product, and they have the potential to provide attractive returns - for experienced investors in particular - which are uncorrelated to traditional equity and bond markets.
Property bonds are corporate bonds (also known as loan notes) issued to investors by property companies or developers.An Introduction to Property Bonds, our free guide, provides an in-depth insight into property bonds and how they work. Download it here. Bonds are usually issued for a fixed term - generally two to five years - with a target fixed-rate of return paid to the investor quarterly, annually or at maturity. When investing, investors receive a bond certificate and usually benefit from security over the underlying asset by way of a first or second ranking legal charge.
The CARLTON Bonds product is available solely to experienced investors who are certified as Sophisticated, High Net Worth or Professional investors.
Investment through CARLTON Bonds plc places your capital at risk and returns are not guaranteed. Past performance is not a reliable indicator of future performance. CARLTON Bonds does not make personal recommendations or give advice. Before investing, you should make sure that you fully understand the risks which are set out in the Information Memorandum and determine whether the investment is suitable for you on the basis of all the information contained therein. Bonds are not readily realisable and are not subject to the same protection from the Financial Services Compensation Scheme (FSCS) as deposits. Tax treatment depends on individual circumstances of each investor and may be subject to change in future. If you are in any doubt about the contents associated with the CARLTON Bonds platform and Information Memorandum or the action you should take, we strongly recommend consulting an independent financial advisor.
The content of this promotion has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this promotion for the purpose of engaging in any investment activity may expose an individual to significant risk of losing all of the property or other assets invested.
CARLTON Bonds PLC is a company registered in England and Wales (no.11786534) with registered office at 15 Parsons Court, Welbury Way, Aycliffe Business Park, County Durham, DL5 6ZE.
CARLTON Bonds, 15 Parsons Court, Welbury Way, Aycliffe Business Park, County Durham, DL5 6ZE, United Kingdom
0330 124 1590
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