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Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees. For more information, tools and resources please visit our COVID-19 page.

Tax Wrappers

We offer a comprehensive range of tax wrappers to meet your clients needs – for now and in the future. You can apply for the accounts below through the Advance platform

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Stock and shares ISA & Cash ISA

Allows your clients to replace withdrawals taken out of their ISA, without the replacement contributions counting towards their ISA subscription.

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Retirement account

Clients benefit from tax relief on their payments, benefits to their beneficiaries if they die and a choice about how and when they can take retirement benefits.

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Investment account

Access to a wide range of assets, giving savings the potential for capital growth and income, as well as providing a flexible means of investing and accessing money.

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Junior stocks and shares ISA - image

Junior stocks and shares ISA

Tax efficient gifting between generations on the Junior stocks and shares ISA.

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Junior retirement account

Tax relief on contributions to the Junior Retirement Account.

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Cash Account

The Advance Cash Account is opened automatically when an Advance Portfolio is opened.

Advance Cash Account interest rate

TAX WRAPPERS

Choose from a comprehensive range to meet your clients’ needs.
 

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PROTECTING YOUR CLIENTS’ PORTFOLIO

The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.

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TRUSTS

As the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement.

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PLATFORM UPDATES

From launching new products to making changes to support you through the most recent regulatory change.

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OUR PLATFORM TOOLS

Access to a range of independent tools from EValue and Financial Express.
 

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