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Succession

Succession is an adviser platform which allows access to a huge range of investment types covering all asset classes. It enables advisers to create and manage solutions to best manage the wealth of their clients. It provides a cost-effective and technologically advanced service.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPS Junior Pensions & SIPPS Onshore bonds Offshore bonds Other

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
Research, Tools and Information
Tools
Planning tools and succession connect (see XPLAN).

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
Funds (0-£999,999) 0.35%
Funds (£1,000,000+) 0.15%
Exchange-traded instruments (0-£999,999) 0.35%
Exchange-traded instruments (£1,000,000+) 0.15%
SIPP admin fee £100 / year (+VAT)
Exchange-traded instruments £12.50 / trade

Compare the Platform Says

Products & Wrappers Investments Research & Guidance Charges OVERALL SERVICE
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3.0
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