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A pension you can manage alongside other investments on the Elevate platform. Your client can start a new pension, as well as bringing together any other pensions that they might hold elsewhere. When they are ready to start taking retirement benefits, Elevate offers you the flexibility to easily manage your client’s regular and one-off income requirements.
A place where your client can invest, without some of the restrictions of the tax efficient ISA and PIA product wrappers. Your client can also use this account to pay for their ISA related fees - which means they can make full use of their ISA allowance, and be as tax-efficient as possible.
A tax-efficient way for your client to invest for the future. You can set up a new stocks and shares ISA, and consolidate any ISAs your client already has.
Two different bonds are available through AXA Isle of Man. As well as helping to grow capital in a tax efficient way, these can help your client in planning for Inheritance Tax.
If your client has investments with other providers, you may be able to manage them through Elevate. This includes offshore bonds and pensions with certain providers. You can manage these third party investments through a General Investment Account.
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Elevate accounts come with a Cash Account. This isn’t a product wrapper as such – it’s a place to hold your client’s money while they’re waiting to make investment decisions.
This is an account that allows clients who want to set up a trust, or who are already trustees, to invest on Elevate. You can help them to open a new trust, or invest on behalf of an existing one.