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5 steps to growing your estate planning business

How to make the most of this huge opportunity

Visit the estate planning hub

Document library

Brochures, factsheet and other helpful documents

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Local Business Development Managers

Our award-winning business development managers are here to support you

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Products and services

Our investments are designed to help with the everyday financial issues faced by real people. And we want to make a big impact in everything we do.

Market-leading VCTs

The UK’s largest provider of venture capital trusts. Because we’re big believers in smaller companies.

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Estate planning investments

Several ways to help clients pass on more of their wealth. Including an inheritance tax-free ISA.

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Multi manager funds

A comprehensive range of investment portfolios to suit different risk and return appetites.

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Remember, the value of an investment, and any income derived from it, can fall as well as rise. Investors may not get back the full amount they invest. Tax treatment depends an individual circumstances and could change in the future. Tax reliefs depend on portfolio companies maintaining their qualifying status. You’ll find our full guide to risks here.