Now available: Crossing Point portfolios via onshore bond wrappers

We’re pleased to let you know that our investment solutions are now available through an onshore bond wrapper on both the Aviva and Quilter platforms.

This enhancement offers added flexibility for clients who require efficient tax planning - particularly in relation to income, IHT, or CGT considerations - while keeping everything accessible through platforms you already use.

Key benefits:

• Access to Crossing Point portfolios within a tax-efficient wrapper

• A valuable option for income or estate planning strategies

• Seamless integration via Aviva and Quilter

If you’d like to explore how this could support your central investment or retirement proposition - or discuss a client-specific case - we’d be happy to arrange a quick call or send across supporting documentation.

Just email Carl Hagger, our Business Development Manager, on carl.hagger@crossingpoint.co.uk or phone 07380 340298.