Introducing you to the Standard Life Tailored Investment Bond
Standard Life is bringing together the strength of a trusted brand with solutions designed to meet today’s increasingly complex planning needs. With tighter tax allowances, growing estate planning pressures, and further change ahead – including pensions being brought into IHT from April 2027 – advisers need support they can rely on with confidence.
That’s why many advisers are turning to onshore bonds as a valuable part of their planning toolkit. Standard Life’s Tailored Investment Bond combines tax-efficient investing with the flexibility to adapt as clients’ goals, priorities and circumstances evolve.
Why advisers are considering the Tailored Investment Bond:
- Investment flexibility – choice that adapts to every client
Choose from a wide variety of insured funds, including multi-asset solutions from trusted names such as HSBC and Vanguard. Investments can also be switched at any time, with no tax and product charges, giving you the flexibility to adapt as your clients’ goals evolve. - Inheritance Tax Planning that works across generations
The Bond can be placed in trust, through an existing trust or through Standard Life’s Discounted Gift Plan, Loan Plan and Gift Plan, helping your clients manage inheritance tax planning. Easily assign the Bond in full, or in part, to support intergenerational planning. - Confidence in a trusted provider
Standard Life is rated A+ by AKG, giving you added reassurance in the financial strength and long-term commitment needed to support advisers and their clients. - Comprehensive adviser dashboard
With Dash, the Standard Life online adviser dashboard, you can manage adviser charging, view valuations, monitor your clients’ investments and generate reports – while keeping a clear view of your business and your clients’ plans in one digital place.
Ready to find out more?
Please get in touch with a member of Standard Life’s business development team or email [email protected] to find out more.
