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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.

Available products & wrappers

General investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPs Junior Pensions & SIPPs Other

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other

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
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Research, tools and information

Tools

Planning tools and succession connect (see XPLAN).