Individual Savings Accounts allow your clients to invest tax-efficiently in a wide variety of investments from unit trusts and OEICS to individual bonds, stocks and shares. Signature can help your clients consolidate their ISAs within their overall portfolio to achieve a better investment balance and decide where to invest each tax year.
We work with all the major providers of Self Invested Personal Pensions and Small Self-Administered Schemes to help your clients benefit from tax-efficient pension investment. We have also been approved to manage a number of Personal Pension schemes. Our comprehensive portfolio management expertise will help you develop more efficient and cost-effective schemes for your clients.
We have established relationships with the key specialist product providers that allow us to maximise tax portfolios for you. Please see our Partners List.