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 by Embark Platform.
Cash will be combined with that of other account holders and deposited with our banking partners, currently NatWest Group plc and Bank of Scotland plc.
Your cash will earn a variable rate of interest, calculated daily from the date we receive it, and will be added to your Account on the first business day of each month.
A Cash Account is opened automatically when an Advance Portfolio is opened.
We have the right to retain a proportion (up to 0.10% each year) of the interest we receive and pass on a lower rate to you. The rate we currently pay to you is 0.00% each year – this represents an annual AER* of 0.00%.
*AER stands for Annual Equivalent Rate and shows that the interest rate would be if interest was paid and added each year.
Allows your clients to replace withdrawals taken out of their ISA, without the replacement contributions counting towards their ISA subscription.Learn More
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.Learn More
Tax efficient gifting between generations on the Junior stocks and shares ISA.Learn More
The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.Learn More