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New trust planning support service

31 March 2026

We’ve launched our new Trust Service to help you manage the complexities of trust planning, as tax and legislation continue to evolve and clients focus more on passing on their wealth efficiently.

What the Trust Service offers

  • Direct access to trust specialists
    Our technical team are on hand to offer expert guidance at every stage. We’ll cover estate planning, trust taxation and a range of common trust structures, including absolute, discretionary, interest‑in‑possession, gift trusts, discounted gift trusts and loan trusts. 
  • Help selecting the right trust
    We help you match trust structure to client needs. We’ll look at various factors including the level of control required, family complexity, vulnerability, asset type and long‑term planning goals. 
  • A more efficient setup process
    We’ll guide you through the process, confirming documentation requirements, clarifying settlor, trustee and beneficiary roles, ensuring FATCA/CRS data is complete, guiding LEI needs for investment cases and supporting new trust set up on Wrap. Getting this right first time helps to reduce timescales and avoid unnecessary extra work.
 

What this means for advisers 

  • Less admin time and fewer case delays
  • Lower risk, with specialist oversight on technical points
  • Stronger outcomes, with the right trust structure from the start
  • Better client conversations, backed by clear explanations and technical accuracy

What it means for clients


  • More tax‑efficient and better‑structured wealth transfer
  • Clearer plans for complex family scenarios
  • More confidence in how their assets will be managed and passed on

Find out more

If you need help with a new trust case or want to understand how the Trust Service works, speak to your usual Aberdeen contact or email trust.support@aberdeenplc.com.

Explore the trust and estate‑planning options available on Wrap

Tax rules and legislation can change, and their impact depends on individual circumstances.

The value of investments can go down as well as up, and may be worth less than originally invested.