ADVISER MATTERS
TRUST SIMPLYREFER AS THE END OF THE TAX YEAR APPROACHES
As we move towards the end of the tax year , now is
the perfect time to ensure your clients act now to take advantage of all the tax-efficient allowances available to them . To help with this , we have a range of outsourcing solutions available including our new tax-efficient solutions partner , Kuber , and The Children ’ s ISA as part of SimplyRefer .
NEW AWARD-WINNING TAX EFFICIENT SOLUTIONS
The provision of tax-efficient advice is an important , and growing , service proposition . Whether you choose to deliver tax-efficient advice yourself or are looking for a service which would allow you to refer the business to a specialist , we have the solution . We have partnered with Kuber , an award-winning specialist tax efficient solution provider , to support your firm through the provision of a fully digitised , robust , and compliant tax efficient advice service .
Kuber Recommendation Service No cost exclusive deal KRS looks at best principals for every element of the tax efficient investment process , from due diligence , product selection , suitability letters , application , co-ordinating certificates through to ongoing monitoring , reporting and finally exit and re-investment as required . This service is usually charged at £ 2,500 p . a . but is available to all SimplyBiz Member and Client Firms at no cost ! To learn more about how Kuber can support your advice process , visit the SimplyRefer page of the Member or Client website today or contact Kuber on 020 7952 6685 or via email at info @ kuberventures . com . You can also find out more about Kuber on page 45 .
The Children ’ s ISA Are you reminding your clients that their children and grandchildren also have a Junior ISA allowance of £ 9,000 to use too ? Junior ISAs are available for any child under 18 who doesn ’ t already have a Child Trust Fund , and a contribution of up to £ 9,000 tax free each tax year can be made . This money saved for them is in trust until they reach the age of 18 and become an adult , when they take control of the money . The money invested into a Junior ISA savings account ensures a level of financial security for the child
WE HAVE A RANGE OF OUTSOURCING SOLUTIONS AVAILABLE INCLUDING OUR NEW TAX-EFFICIENT SOLUTIONS PARTNER , KUBER , AND THE CHILDREN ’ S ISA AS PART OF SIMPLYREFER .
when they receive the money at the start of adulthood , whether it be for a deposit for a house , a first car or university fees . The Children ’ s ISA is a stocks and shares Junior ISA provider working in partnership with SimplyBiz to enable advisers to offer a cost effective Junior ISA platform to their clients . As a SimplyBiz independent financial adviser there are a number of ways you can offer a Junior ISA to your clients , either through a personalised affiliate link that is added to your NextGen website , or a link that you can email out to your client base . Through the Children ’ s ISA affiliate link , the online application process is quick and easy to complete . Once the account is open , it is all managed online and anyone can top-up or set-up a direct debit into the account . On completion of the application , an affiliate fee will be paid .
Interested in becoming an affiliate ? Please email info @ thechildrensisa . com for more information or visit The Children ’ s ISA page under SimplyRefer on the Member and Client website . P
To find out more about SimplyRefer and the tailor-made referral solutions available to you in key areas , visit the SimplyRefer area in the ‘ Your Proposition ’ section of the website .
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