Investment Tax Wrappers
Investment tax wrappers linked to our services
We have arrangements in place with leading product providers, wrap and platform providers to ensure our services are available via a range of tax efficient wrappers and third party administration services.
As well as being held as a standalone portfolio, clients can hold their portfolios in the following wrappers:
- Individual Savings Account (ISA)
- Offshore Bonds
- Small Self Administered Scheme (SSAS)
- Qualifying Recognised Overseas Pension Scheme (QROPS)
- Self Invested Personal Pension (SIPP)
We also provide access to the opportunities that investment bonds can offer. We have partnered with the following companies, all of whom have the full range of trusts that can be used with Inheritance Tax Planning; and provide complete solutions for your clients’ tax planning needs.
- Canada Life
- STM Life
Whitechurch has teamed up with a number of SIPP providers. They take care of the day-to-day administration of the SIPP and we take care of the day-to-day management of your clients’ pension investments. You can access this service through the following SIPP providers:
- Barnett Waddingham
- Curtis Banks
- Hornbuckle Mitchell
- James Hay
- Liberty Pensions
- London & Colonial
- Pointon York
- Suffolk Life
- Talbot and Muir
- Westerly Trustees
We manage SIPPs within the Prestige Investment Management Service with a minimum investment of £50,000 for selected advisory partners. This can be cumulatively made up of new money and/or pension transfers.