If you’re in a higher income bracket and looking for a tax-savvy investment that can also support your estate planning goals, the Honey Endowment Plan is designed with you in mind. It’s an investment that works hard for your future offering broad choice, built-in tax benefits, and flexible access to your money after 5 years.
The Honey Endowment Plan is ideal if you:
Returns are taxed within the plan at a lower effective rate than your personal tax and paid out net of tax.
Invest in unit trusts, shares, hedge funds and more — with no limits on offshore exposure.
Adjust your portfolio at any time, with one withdrawal allowed in the first 5 years and full access after that.
Proceeds go directly to your beneficiaries, with no executor fees.
Our competitive fee structure is designed to help you grow your investment by keeping more of your money working for you.
Learn more through our Simply Put and Information Guides in the Document Library under Discretionary & Flexible Savings.
