Adviser platform Transact has introduced a sub-wrapper feature which allows advisers to transfer client assets themselves.
Transact said that while advisers have always been able to split wrappers - which are a method of structuring investment portfolios in the most tax-efficient way - they will now be able to do that themselves...
10 year working relationship
No plans to take advantage of government schemes
Liquidation fees have risen to over £15m
The Great British Sustainable Savers Census 2020
Celebrating the industry's future leaders
David Montgomery named MD