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Wealth Planning Account
Our Wealth Planning Account (WPA) is a portfolio bond with two distinct tax advantages:
- It allows your money to grow virtually tax-free.
- You can withdraw almost all the money you have invested without an immediate tax liability, providing enough of your assets can be transferred into your cash account.
It also gives you and your financial adviser a wide range of funds to choose from, both when you first take out the bond and in the future. The value of your WPA depends on how these investments perform.
If you're interested in the benefits of our WPA, please speak to your financial adviser. If you already have a WPA and would like more information, please contact our Client Relations Team on lo-call 08456 000 173.
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.
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