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.
Savings and investments technical questions
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.
Share your wealth
Many clients want to give gifts to their loved ones, but often want to retain control over how the money is invested. And do it tax efficiently.
Company Investment
With such a low deposit rate more companies are searching for the potential of a better return with a trusted provider.
Adviser special terms
Synergy Regular Invest is a flexible investment policy which you can tailor to your changing life goals and finanical needs.
