With Elevate, you can choose to invest your money in a number of ways. The option you pick might depend on the financial goals you’re trying to achieve, tax implications and the latest Government rules.
Your financial adviser will help you decide which option is best for you.
Enables you to invest as much as you like, with no upper limit. You can make regular or one-off withdrawals at any time and choose whether to hold investments as a single or joint investor.
The Elevate ISA is a tax-efficient way of investing money for the future. The amount you can invest annually is subject to limits.
The PIA is a tax-efficient way to save for later life, by putting money into a pension plan. You can decide how you want to take your benefits when you choose to retire.
If you are an existing Elevate client and you have questions about Elevate or the products available on the platform, you can find out how to get in touch here.
Get up to date information on the current Elevate cash account interest rates.
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