If you are investing a lump sum for the medium to long term (5 years or more) and are considering other options rather than a traditional bank account, we can offer advice on many areas including:
This is an area in which there is vast choice and, again, professional financial advice is invaluable.
In some cases, investments can be arranged in a certain way, at no extra cost, in order to mitigate the future impact of Inheritance Tax.
Advice is given on Bank of Ireland Financial Services' understanding of current law and HM Revenue & Customs practice, both of which may change in the future.
To set up a meeting with an Adviser call us today on 028 9043 3000.
For full Terms and conditions, please refer to our Guide to Personal Banking - 126KB PDF Document.