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Trust webinar series: Adding trusts on Wrap

Join Cory Zanelli and Paul Fox as they take you through a practical session to explore the trust options available through the Wrap platform.

This practical session explores the trust options available through our Wrap platform and shows you how to apply them within your advice process. You’ll see how each option works in practice and what’s required to set up and administer trust accounts efficiently.

What we’ll cover:

Trust options, including gift, loan and discounted gift plans
Products that support trust planning, such as the International Bond and Personal Portfolio
How to set up a new trust account
Required documents and the full setup process

Learn more and watch on-demand.

Next Steps

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Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.