The value of investments can go down as well as up, and your clients could get back less than was paid in. A client's personal circumstances and where they live in the UK will also have an impact on tax treatment. The tax advantages of an ISA depend on personal financial circumstances and may change in the future.

Product guides

With Elevate, clients can have a single product or several products. And you can review and manage different products all in one place.

  • General Investment Account (GIA)

    • Your client can choose whether to hold investments as a single or joint investor.
    • There's no maximum limit so your clients can invest as much as they like.
    • Use this account to tax-efficiently pay ISA related fees and maximise ISA allowances.
    • Access to Investment Funds, Stocks and Shares, Exchange Traded Funds and Investment Trusts.
    Download key features Download terms and conditions

  • Individual Savings Account (ISA)

    • A tax efficient way for clients to invest in their future.
    • Set up a new stocks and shares ISA for your client and consolidate any of their existing ISAs.
    • Invest from as little as £100 a month, and make regular or one-off withdrawals at any time.
    • Allows you to perform in-specie registrations, so clients’ investments don’t have to be out of the market.
    Download key features Download terms and conditions

  • Pension Investment Account (PIA)

    • A SIPP with access to a comprehensive range of investment options.
    • All steps in the retirement journey are online and automated, providing flexibility and control when managing retirement plans.
    • A comprehensive range of retirement income options – Flexible Access Drawdown, Regular Drawdown, Uncrystallised Funds Pension Lump Sum and Capped Drawdown.
    • A full range of death benefit options to ensure wealth can be passed tax efficiently.
    Read about PIA drawdown Download our guide Download terms and conditions

Manage third party investments

If your client has investments with other providers, you may be able to manage them through Elevate. This includes offshore bonds and pensions. You can manage third party investments through a General Investment Account.

By bringing your client's assets together onto Elevate you have a better view of whether they're on track to achieve their financial goals.

Download the Key Features document

International Bond on Elevate

Elevate offers an offshore investment option with the International Bond, available from Standard Life International. Your clients can invest in a tax efficient way and you can manage more of your clients’ assets in one place. Choose from a wide range of investments to suit their individual goals and use Elevate to manage consistent investment across multiple products.

Download the guide

More from Elevate

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