Lump Sum Investment Bond in Kildare

You may have received an inheritance, have a build up of savings, and are asking yourself what do I want to do with this should I invest this?

Why should I consider a Lump Sum Investment Bond?

Investment bonds are ideal for people looking for a long-term lump sum investment.

Your money can be invested in a range of investment funds suitable to your risk profile.

It gives you access to a wide variety of funds, with varying degrees of risk and return.

Suitable if you have a lump sum of money to invest, such as an inheritance or existing savings.

Benefits of investing in an investment bond

Choice – The range of funds offered includes equity funds, bond funds, cash funds, and funds with a combination of assets as well.

Flexibility – You can switch funds at any time. If your circumstances change, you can change the level of risk.

Accessibility – you have the option to take an income or encashment from the bond if required.


Gwen Clarke Financial Services Ltd’s team of experts offers a wide range of services, including investments, pensions, corporate pensions, mortgages, and life protection. We understand that each of our clients has unique financial needs, which is why we tailor our services to meet your specific requirements. Our goal is to help you achieve your financial goals by providing you with personalized advice and guidance every step of the way. Whether you’re looking to invest for the future, secure a mortgage, or protect your loved ones, we can help. Contact us today to learn more about our services and how we can assist you in your Lump Sum Investment Bond and in securing your financial future!

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Frequently Asked Questions about Lump Sum Investment Bond

Does an investment bond have life cover?
No, you would need to set up a separate policy that would have life cover.
Are investment bonds exempt from inheritance tax?
No, they are not, they are a personal asset.
What happens if I die what happens to my funds?
Any funds that you have will be left to your estate.
Should I be invested in multiple funds?
I would always recommend clients to diversify their funds, Once you take a risk assessment we will be able to look at similar funds. You can always switch in and out of funds in line with your appetite for risk.