Tag Archives: Website

Help is at hand this tax year end

Moira was right, tax doesn’t have to be taxing, but it can severely try your patience when trying to engage clients in tax year end investment conversations with confidence in equities as low as it is at the moment – it must be like nailing jelly to a wall. So in response to your comments and suggestions we’ve produced a brand new Tax Year End web page.

It contains the ISA Support Kit, showing you how to create professional, tailored mailings to your clients, encouraging them to make full use of their ISA limits this year and next.

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Help shape our Document Centre

Your platform needs you!

We’re always looking to improve the service that we offer you and would like to give you the opportunity to help reshape our online Document Centre.

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Help and information is available during the holiday period

With the holiday season just around the corner, we’ve a range of support available for you throughout the festive break.

You’ll find a wealth of information available on the web, so you can buy, switch and sell collective investments online. Check out the ‘How do I?’ section of the website for further information.
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Website maintenance this weekend

To ensure you get the best service from our website, we will be making some essential improvements this weekend – so you wont be able to log in between 10am and 6pm on Saturday 11 June.
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Improving your online experience

Throughout the course of this year we have, and will continue to roll out important enhancements to our website, as we commit to doing everything we can to make your user experience as smooth and effortless as possible.

We started last year by ‘decluttering’ our homepage to bring a cleaner and more simple design, to make it easier for you to get to the client servicing. And the improvements to this page have continued.

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A range of draft trusts for collectives

Did you know that you can access a number of example trust deeds on our website? – not just for insured funds but now for collectives as well. As draft trusts these are not an off-the-shelf product but will give you a starting point from which, following legal advice, you can set up a trust that is suitable for your clients.

Now, more than ever, tax planning is an essential part of financial advice. Setting an investment up in trust can be used for the management of capital gains and inheritance tax planning. Remember you can get more information from your legal adviser – who should be consulted before using any of the draft trusts on the Cofunds platform.

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