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A flexible, and tax-efficient way to aim to meet your clients' investment goals. The Investment Bond offers a range of investment choices that can be tailored as your client's needs and circumstances change. You can help your client to:
Tax legislation could change in the future. The information here is based on our interpretation of current law and HM Revenue & Customs rules. The value of any tax benefits will depend on your client's personal circumstances.
The value of your clients' investments can go down as well as up and is not guaranteed. So they could get back less than they put in.
Elevate is an online investment platform that allows you to manage your clients' investments all in one place.
The Elevate ISA could be a great way to bring together ISAs from the previous and current tax year into one simple, tax-efficient account.
This is an account for investing, or setting money aside to cover things like charges, to help your clients make the most of Elevate.
Want to create an illustration for the Elevate Individual Savings Account or General Investment Account? Use our handy tool.