Overview

Each client has their own reasons for wanting to make the most of their money. For some, it's saving to offset gift tax, or to offer their children future support. For others, it's simply about tax-efficient ways to share their wealth with loved ones. 

On this page we look at some of the reasons your clients want to save and/or invest, and some of the products you can offer to help them achieve their goals. 
 

  • Saving to offset gift tax

    Clients who plan to gift money to their children may have concerns about gift tax liability. Here's how you can help them benefit from Section 73 tax relief.

  • Investment to support education

    Clients whose children plan to go into third level education may want to offer them financial support. We offer savings and investment solutions to help them do that.

  • Sharing wealth with loved ones

    If your client would like to offer financial support to a loved one, particularly to a young child, they may want to consider a Bare Trust as a tax efficient way to invest.

  • Corporate investment

    Not all clients are individuals. Companies are always looking for the potential of strong investment returns through a trusted provider.

  • Investing in yourself

    Standard Life isn't only for your clients – we're here for you too. We offer our financial advisers special terms on Synergy Regular Invest. 

Further support

  • Answering your technical questions

    We've compiled a list of frequently-asked technical questions we get from advisers, and you can download or read it using the link below. 

  • Contact a technical adviser

     

    If you have a technical question about our products or services, get in touch with our technical solutions team.

     

The information on standardlife.ie/adviser is designed for financial advisers. It's not suitable for anyone else. If you're not a financial adviser, please go to standardlife.ie for information about the products and services we offer.