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Endowments

Endowments

Overview

Endowments offer a structured approach to long-term savings, marrying the virtues of investment growth with beneficial tax treatment. At Independent Securities, we pride ourselves on offering both local and offshore endowment products, ensuring a diverse and global perspective to wealth accumulation.

Designed for individuals and entities with long-term aspirations, these endowments cater to those looking for a fixed investment term with the added advantage of geographic diversification.

Go long-term

Who is this for?

Perfect for those with a long-term financial outlook, seeking a systematic wealth accumulation method while enjoying the option of geographical diversification.

Key Features

Fixed Investment Term

Commit to a typically 5-year term, encouraging disciplined and regular savings.

Tax Efficiency

Benefit from a favourable tax regime. Income, dividends, and capital gains are taxed within the endowment, at advantageous rates compared to personal taxation.

Investment Flexibility

Choose from a broad spectrum of investment options, both local and global, to align with your risk profile and objectives.

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Benefits

Structured Savings Approach

With regular contributions, foster a consistent savings discipline.

Liquidity Options

Designed for the long haul, provisions exist for partial withdrawals under specific conditions.

Estate Planning Advantage

Simplify estate processes with the ability to designate beneficiaries.

Discover the Wealth

of Opportunities

Pre-Retirement Savings

Dive into a range of solutions designed to build and nurture your wealth before retirement, ensuring you’re prepared for the golden years.

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Post-Retirement Savings

Tailored solutions to manage and grow your wealth post-retirement, ensuring a comfortable and worry-free lifestyle.

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Bespoke Share Portfolios

Personalised share portfolios reflecting your investment goals and risk profile, comprised of carefully selected shares.

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Collective Investment Schemes

Perfect for all investors looking for a cost effective and diversified investment solution, offering access to expertly managed portfolios across geographies.

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Tax Free Savings Account

Make the most of your savings with tax advantages, allowing your investments to grow unhindered.

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