What does Wealth Management Portfolio offer?

Provided by Aegon Ireland

The Wealth Management Portfolio offers a virtually tax-free way to grow an investment. It also gives you control over when you access your money, how much tax you pay and when.

Key features

  • A wide range of assets for a truly flexible investment strategy.
  • Virtually tax-free growth.
  • Tax deferral means ability to control the timing and amount of any future tax liability.
  • Switch between assets without triggering capital gains tax liability

The value of an investment can fall as well as rise for a number of reasons, for example market and currency movements. You may get back less than originally invested.

All references to taxation are based on our understanding of current taxation law and practice in the United Kingdom and Ireland, which may change.

You can read more about Wealth Management Portfolio(Opens new window) here.