Standard Life has launched three types of trust to its Wrap platform, which can be used with an offshore investment bond.
Advisers using the Standard Life Wrap can offer clients a variety of trust solutions through the automated trusts suite, enabling them to deliver a more holistic estate planning service to clients. Three types of trust plan are being launched on Wrap: the Loan Plan, Discounted Life Plan and Gift Plan, which are available with absolute, flexible or discretionary trusts and can be used with the International Portfolio Bond. Mutual funds and cash can also be held in the Gift Plan. The Wrap platform enables advisers to create new trusts in a streamlined way and bring investments from existing...
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