Enjoy tax-deferred growth, meaning you only pay tax when you make withdrawals.
Take out up to 5% of your investment per year tax-free for 20 years.
Access a range of investment funds tailored to your risk appetite and financial goals.
Structure your bond to minimize inheritance tax (IHT) exposure.
Enhance your financial legacy by placing your bond in a trust.
Withdraw funds when needed, with options for full or partial encashment.
Expert Financial Planning – Our specialists provide tailored investment strategies to match your goals.
Wide Range of Investment Funds – Access diverse portfolios managed by top fund managers.
Transparent & Secure – No hidden fees, just clear, well-managed investment solutions.
Personalized Tax & Estate Planning Support – Helping you maximize returns and minimize tax liabilities.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Transferring out of a final salary pension is unlikely to be in the best interest of most people.
Mor-Invest Ltd is committed to building strong relationships with our customers, our community and our employees. Guided by the principles of teamwork, responsible citizenship, and community building, we’re dedicated to supporting our clients, employees and community to achieve their goals.
Mor-Invest is an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority. Entered on the FCA Register (https://register.fca.org.uk/) under reference 535515. Mor-Invest Financial Services is registered as a Company in England & Wales No. 08167726. Registered Address: Belmont House, St. Faiths Street, Maidstone, England, ME14 1LH.
The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
