Elevate offers third party offshore bonds

clock

Axa Wealth has added its first external third-party tax wrappers to its Elevate platform by linking up with Isle of Man Assurance (IOMA).

The addition of two IOMA inheritance tax planning offshore bonds - the Estate Control Bond and the Estate Transfer Bond - allows advisers to utilise Elevate's investment functionality to manage client assets. Elevate says further partnerships are expected over the coming months. "The focus of Elevate is to enable advisers to manage their clients and their clients' money in the most efficient and effective way," says Axa Wealth marketing and product development director Martin Jennings. "Whilst the platform has a range of fully integrated tax wrappers, we have listened to our custom...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Will IFA-owned platforms take over the financial advice sector?

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

Sahar Nazir
clock 27 March 2024 • 9 min read
CGT support from platforms now 'adviser must have'

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

Jenna Brown
clock 27 March 2024 • 2 min read
Aviva named the preferred platform provider by advisers

Aviva named the preferred platform provider by advisers

Quilter remains in second place followed by AJ Bell and Transact

Isabel Baxter
clock 04 March 2024 • 1 min read