Aberdeen Adviser has launched a dedicated trust service on its Wrap platform for financial advisers as the technical and regulatory complexity surrounding trusts continues to rise.
Aberdeen Adviser highlighted that as succession planning and wealth transfer continue to be important factors for many families, having reliable technical support and efficient administration is expected to become increasingly important for advisers using trusts as part of long-term client strategies. It outlined that the benefits of its trust service include: • Specialist technical support from a dedicated trust team focused on complex trust planning • Support with trust establishment and documentation to help advisers navigate documentation and administrative requirements • Gu...
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