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Zurich has decided to extend its family-linking facility on its retail platform which includes trustee investment from Sipps and SSAS.
Family-linking, which is only available on a limited number of platforms, is a feature that allows up to three generations of the same family to link their assets on the Zurich platform.
The purpose is to ensure that they all receive the lowest possible platform pricing across their combined investments.
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Families with individual assets or assets held under trust will gain financially from this enhancement.
Alistair Wilson, head of retail platform strategy, said: "Family-linking is core to our platform offering and we are pleased to be able to bring family trusts and trustee investments into scope.
"We have seen a number of platforms move away from family-linking for trusts essentially due to the additional administrative checks involved.
"Our extension will have a significant positive impact on clients and the cost of running their investments.
"It also recognises the important tax planning work undertaken by advisers and ensures clients are not penalised because their adviser has recommended a trust.
"With more families bringing assets onto platforms it is important they continue to receive clear and simple benefits for doing so."

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