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The Woodford Equity Income fund is to be wound up on 17 January 2020. This means that all activities involving this fund, such as taking money out or putting money into it, have been stopped. If you want to know more about what this means for your clients’ investments, please visit our webpage.

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New fund centre

Our new fund centre allows you and your clients to easily access price and performance information on the funds we offer across our platform and life and pension fund ranges - including cost and charges information to help meet your MIFID II requirements. The new centre is easy to navigate and includes interactive elements, allowing you to compare funds against other funds and sectors.

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Informer articles

Top-slicing relief View

Top-slicing relief – don’t shortcut the calculation

If you are feeling confused on how to calculate top-slicing relief on bonds, this article should… 30 Oct 2019
Keep it Simple Banner View


Offshore bonds can be powerful solutions if used in the right way. Rachael Griffin explores the top… 23 Oct 2019
Understanding the real benefit of ‘gross roll-up’ View

Understanding the real benefit of ‘gross roll-up’

‘Gross roll-up’ is a term used to explain a beneficial tax position of offshore bonds, find out how… 10 Sep 2019
Simplify your clients' ongoing tax & reporting obligations View

How you can help to simplify your clients' ongoing tax and reporting obligations

When building a financial plan for your clients, any ongoing tax and reporting obligations are an… 04 Sep 2019
Redemption bonds View

Offshore redemption bonds – helping to provide enhanced control and flexibility in IHT and generation planning

Offshore capital redemption bonds are growing in importance as advisers recognise the enhanced… 28 Mar 2019
Power of attorney View

Help your clients take control of their future – explain the benefits of power of attorney

When discussing your client’s needs, it is helpful to be aware of the benefits of a Lasting Power… 04 Mar 2019
Myth Buster View

Shattering preconceptions and seeing offshore bonds in a new light

Many financial advisers have preconceived ideas when it comes to offshore bonds and the type of… 31 Jan 2019
The 10 year charge on trusts - three key tips for advisers View

The 10 year charge on trusts - three key tips for advisers

Financial advisers who recommend discretionary trusts to their clients have a fantastic opportunity… 08 Nov 2018
Appointing family members as trustees View

Appointing family members as trustees, what could possibly go wrong?

All too often, when clients set up a trust, they will appoint family members to act as trustees.… 12 Nov 2018
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