The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.
Discover the Elevate platform
The Elevate platform is designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. See what else you can expect from Elevate.
We understand that different clients have different financial goals. That’s why we offer a range of products. They are all available through Elevate, so you can manage them in one place.
We know quality, choice and cost are important for your clients. That’s why we offer an extensive range of investment choices, including the whole market fund range with access to over 400 discounted share classes and separately managed accounts.
Our pricing structure is clear and easy to understand. It works on a tiered basis and your clients pay the lowest portfolio charge they qualify for, which applies to their whole portfolio.
Elevate offers a range of useful tools to help save time and keep you and your clients informed. Use these to help discuss your client’s needs and develop an investment strategy.
More resources for advisers
Support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.