Kenforth Wealthmaker Plus

Particularly suited to individuals, it offers the value of the Life Fund plus an additional benefit based on a percentage of the initial premium, or life fund value, for example 10%, 20% or 50% of the initial premium, or a fixed sum of $10,000, $25000 or $50,000. A larger pre-defined sum may also be arranged.*

Investment over the bond’s lifetime can follow a pre-agreed strategy with an authorised investment manager of the policy-holder’s choice or may be managed on a discretionary basis.

Available for investments from £250,000, or currency equivalent, multiple lives can be covered and added over time. Non-bankable assets such as private company shares can be held, and partial and complete surrenders can be taken at any time (apart from certain zero cash policies).

*Life benefits may be subject to medical underwriting.