Which investment and savings solution you choose for your client will depend on their hopes and aims for the future.
We believe that you have an important role to play in helping your clients to define their needs. For example, do they want to:
- save money in a tax-efficient environment?
- plan for any inheritance tax liability?
- simplify Common Reporting Standard reporting?
- consolidate multi jurisdictional assets?
- transfer wealth to their next generation?
- protect their assets for the benefit of their dependants?
Once they’ve decided what they want to achieve, we provide a range of bespoke products based on their needs.