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Mother and daughter looking at laptop

International Wealth Account - closed to new business

We understand that our customers’ financial needs change over time. The International Wealth Account (IWA) provides both flexibility and choice, acting as a tax-efficient ‘wrapper’ around your investment portfolio. With access to global names in fund management and fast, efficient administration, the IWA is an investment plan that aims to increase the value of the money you invest. The IWA is available as a life insurance plan with no fixed term and a capital redemption bond with a fixed term of 99 years*. Both have the same charges and investment choices.

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Ref no. Literature item Size
MSP10955 The UK tax consequences of taking capital from an offshore non-qualifying single contribution life plan » 191k
MSP11033 IWA - At a glance guide to personal UK taxation » 100k