Build tax efficient plans that evolve with your clients' needs
Turn tax changes into opportunities with our Techzone insights and Wrap's full, flexible suite of tax wrappers.
Techzone guide: Multi-wrapper tax planning
Increasing CGT rates, the introduction of IHT on pensions and a freeze on income tax bands could disrupt client plans. But tax efficient doesn’t have to mean time consuming.
Our latest Techzone guide cuts through the complexity to show how flexible strategies across different life stages can help preserve client wealth and create new advice opportunities. Explore how you can:
- Maximise tax allowances for clients in accumulation
- Deliver tax efficient income for clients in decumulation
- Support clients with efficient wealth transfer.
Diversifying tax risk – the four-box approach
Build multi-wrapper client strategies on Wrap
Mastering the four-box approach on Wrap
Join our Platform Consultants, Kate Doyle and Andrew Hicks, as they demonstrate how to apply the four-box approach to build, multi-wrapper client strategies on Wrap. Learn how Wrap’s flexible suite of tax wrappers can help you build tax efficient plans to meet a range of client needs.
Full suite of tax wrappers
Wrap’s fully flexible suite of tax wrappers gives you the tools you need to create impactful strategies for clients.
Competitive rates for your clients
We’ve recently reduced charges on Wrap and simplified the pricing structure, so you can offer greater value for your clients. You can benefit from:
- A tiered charging structure, that rewards clients with lower charges the more they invest.
- Our innovative drawdown price lock, which allows drawdown clients to lock in their platform charge when their investments are highest.
- Wrap’s family linking, which allows clients to access even greater savings by letting family members link their accounts for charges purposes. Each client can then benefit from a tiered charge based on the combined value across their family group.
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