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The information in this area of the website is for UK-based financial advisers only.
If you are an individual interested in investing, you should select the Individual Investment area instead, as this contains the information relevant to investors and is designed for consumers.
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  • Resource Hub
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    Resource Hub

    Explore our library of tools, guides, and expert insights to support your financial planning conversations.

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    News & Insights

    Keep up to date with our latest market views, product updates, and adviser news.

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    CPD Resources

    Accredited, practical and adviser-focused – CPD that helps you deliver more for clients.

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    Documents

    Find key product literature, application forms, and supporting materials all in one place.

  • Estate Planning Scenarios
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    Estate Planning Scenarios

    Shaped with input from advisers, our client scenarios are a great starting point for your conversations.

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    VCT Planning Scenarios

    These ready-to-use examples make it easier to present VCT opportunities to your clients.

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Our Essential Guide to IHT

Help clients get to grips with IHT with this guide, approved for retail investors. It covers key facts, has a checklist for calculating the size of an estate, and suggests different ways to reduce a potential IHT bill.