Wealth Planning Account

Products

Our Wealth Planning Account (WPA) is a portfolio bond with two main tax advantages:

• It allows your client's money to grow virtually tax-free.
• Your client can withdraw almost all the money they have invested without an immediate tax liability, providing enough of their assets can be transferred into their cash account.

Our WPA also gives you and your client access to a wide range of investments.

For more information on our Wealth Planning Account, please contact your Sales Centre.

Interest rates on cash account

We apply the following interest rate to your cash account:

	British pounds	Euros	US dollars
Credit balance	0.00%	0.00%	0.00%
Debit balance	3.5%	4.75%	3.25%

Please note that interest rates are linked to the bank rates and may change.

Portfolio funds and their annual management charge

Visit the funds section of our site to find out more about the Portfolio funds and their annual management charge.