Investment tax wrappers linked to our services

We have arrangements in place with leading product providers, wrap and platform providers to ensure our services are available via a range of tax efficient wrappers and third party administration services.

As well as being held as a standalone portfolio, clients can hold their portfolios in the following wrappers:

• Individual Savings Account (ISA)
• Offshore Bonds
• Small Self Administered Scheme (SSAS)
• Qualifying Recognised Overseas Pension Scheme (QROPS)
• Self Invested Personal Pension (SIPP)