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Savings and Investment Solutions
We're committed to helping you identify new business opportunities and deliver solutions to help your clients reach their goals. If you need any further support or information, the contact details for our expert team are below.
Find the answers to your technical questions on savings and investments.
Find out more about the Synergy Investment Bond and Synergy Regular Invest opportunities below.
Saving for gift tax
Help your clients save for their children's gift tax by using Section 73 relief.
Invest in their future
Invest in their future, help your clients to give their children the best start in life.
With such a low deposit rate more companies are searching for the potential of a better return with a trusted provider.
Complement their pension
Help your clients combine the flexibility of savings with the tax efficency of pensions.