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discretionary trusts and investment platforms

wanna_make_some_dough · 2026-07-10 18:06:08

I am hoping to create a discretionary trust. I would like to know the platforms that would let me invest the money as a trustee in stocks and shares. I have asked AJ Bell and iWeb who have told me that it would not be possible on their platforms.

Comments

Smudgeismydog Posts: 690 Ambassador

12 July at 3:28PM

Agree with @Keep_pedalling in considering the option of selling the BTL and then having liquid assets which are much easier to manage.
Is there any reason why you want to retain the BTL? Would your daughter want to be a landlord once you’ve both passed away?
Perhaps there is some merit in consolidating and simplifying your estate to reduce the administrative burden, not only for you now, but also for your daughter when she has to deal with your estate on your demise

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