Tax and financial planning

Finding the right investment solution may just be one part of the advice process.

You also want to be sure it will be tax compliant and correctly regulated. For this you may need the support of a highly competent, experienced and dedicated tax and financial planning team.

Our world-class tax and financial planning support is highly-rated by financial advisers. That’s because we go the extra mile to give them the specialist help and support they need so that they can give you the best quality ongoing service.

We offer the following facilities to your financial adviser:

  • Seminars to help them stay up-to-date with new industry developments
  • Technical product information so they can understand and can accurately explain our products to you
  • Trust and taxation expertise, so they can recommend appropriate solutions for you
  • Access to a dedicated and regularly updated technical website
  • Portfolio building and analysis tools so they can build your investments and monitor their performance
  • Online switching facilities, so you can adapt your portfolio quickly and easily.

We also send out experts from our operational teams to meet financial advisers and gain local feedback on how we can improve our support to them and, therefore to you.

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