At abrdn we understand that every business is different and so are every one of your clients. That’s why we offer two highly rated platforms to suit both your and your clients’ needs, both with an A rating from AKG.
Our powerful Wrap platform can support advisers and clients of any size
Find out how our Elevate platform can help you deliver high-quality advice at scale
Our literature library is full of useful product guides, technical information, forms and resources to help you explain our solutions clearly
Our news and insights pages feature regular platform news, industry and product updates, and useful fund change information. You will also find technical support with products, CPD learning modules and more.
If you need support with any of our services, you can often find the answers in our help pages. You'll also find tools and literature to help you look after your clients
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This module covers how and why absolute trusts are created, a beneficiary’s right to the trust fund, as well as the taxation of the gift and trust assets for IHT, CGT and income tax – including the ‘parental settlement’ rule.
This module covers the reasons for creating an IIP trust, the difference between lifetime trusts and those created on the settlor’s death and a beneficiary’s right to income or capital. It also explains the taxation of the gift and trust assets for IHT, CGT and income tax.
This module covers the benefits of creating a discretionary trust, IHT implications both initially and during the life of the trust and also the income and capital gains tax of gifts into the trust and on the trust assets.
This module covers how DGTs are created, the use of single or joint settlor plans, trust investments, loan repayments and the treatment of any outstanding loan during the settlor’s life and on their death.
This module explains how loan trusts are created, the setting up of the trust investment, how loan repayments can be made, as well as the treatment of any outstanding loan during the settlor’s life and on their death.
Find important and useful documents, including product guides, forms, terms and conditions and sales aids.
Techzone offers you support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.
Issued by a member of abrdn group, which comprises abrdn plc and its subsidiaries.
This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
Full product and service provider details are described in the legal information notice.
Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at 280 Bishopsgate, London EC2M 4AG and authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
Copyright © abrdn plc 2023. All rights reserved.
abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL