Wealth Preservation Trust
Gift your money with access to yearly payments
Our Wealth Preservation Trust is available with the Wealth Preservation Account (investments based in the Isle of Man) and our Wealth Preservation Europe Account (investments based in Ireland).
Documents are relevant to both accounts, unless labelled otherwise.
Key documents
Client guide
Adviser guide
Trust tax notes
Choosing an appropriate trust
Trust register/trustee obligations
Charges and fees
Key features
Key Information Document
Suitability letter
Surrender and withdrawal form
Deed of appointment
Adviser support
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Find out moreBriefing notes
Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.
Find out moreFunds
As true open architecture products, both accounts offer a flexible range of investment options.
Also worth knowing
Next steps
Adviser support
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