Earn up to 7.75% p.a. tax-free.
It may be possible to hold CARLTON Bonds in your SIPP. HMRC has set out guidelines for what can and can’t be included. In addition, each SIPP administrator has their own policies and rules on which investments their beneficiaries can hold.If you're an experienced investor looking for ways to diversify your SIPP portfolio, CARLTON Bonds offer a fixed interest rate of up to 7.75% P.A. tax-free over the term of your investment.We are very happy to talk to your SIPP provider directly to discuss including CARLTON Bonds into your pension. Alternatively, we can introduce you to the SIPP administrators that we already work with.
The CARLTON Bonds product is aimed at experienced investors who are classified as either sophisticated or high-net-worth individuals. Your capital is at risk. CARLTON Bonds are asset-backed but an economic downturn could affect returns and you may not get back the amount invested. In the event of default the security held doesn't guarantee the return of your capital. Enforcing your security may take time and your returns may be delayed. Investment is not covered by the Financial Services Compensation Scheme (FSCS). To view the full risk statement click here.
Choose your preferred bond series, investment term and rate.
We will work with you and your SIPP provider to assess eligibility.
Complete your investment into your preferred bond series.
You can invest from £1000 and choose a bond series with interest paid quarterly or for a higher return choose a bond with interest paid at maturity.
up to 4 Years
Capital at risk
up to 2 Years
Your capital is at risk, investment is not covered by the Financial Services Compensation Scheme (FSCS)
Download our investor guide to find out everything you need to know before making your investment decision.
CARLTON Bonds provide experienced investors with access to fixed term investments by generating returns from making loans available to the UK property sector.
Invest through the CARLTON Bonds Innovative Finance ISA (IFISA) and enjoy tax-free returns.
Hold CARLTON Bonds in your Small Self-Administered Scheme (SSAS) and earn tax-free interest.
Investing through an IFISA, SIPP or SSAS offers the benefit of tax-free interest. You can also invest directly but will pay tax on the interest.
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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