---
title: Managing Trust Structures Within a Single Platform Framework
description: Manage UK registered Trusts seamlessly within a single platform, simplifying asset placement and operational consistency for advisers. Discover the new Trust capabilities on Timeline Platform.
---

[Investment Management & Financial Planning News - Timeline ](https://www.timeline.co/resources)

# [Managing Trust Structures Within a Single Platform Framework](https://www.timeline.co/resources/managing-trust-structures-within-a-single-platform-framework)

 Written by [Lucas Chanet](https://www.timeline.co/resources/author/lucas-chanet) | Mar 11, 2026 10:52:13 AM

Trust capability can influence platform suitability for firms advising across different client structures.

Where advisers support clients using Trusts, consistency of operational treatment alongside individual accounts can be an important consideration.

Timeline Platform now supports a range of UK registered Trust types, including:

- Accumulation
- Bare
- Discretionary
- Interest in possession
- Mixed
- Settlor interested

## Adding a Trust on Platform

Trusts can be added in the same way as a client.

Select **Add new**, then **Add new Trust** within Platform.

To open a Trust, the following are required:

- The Trust must be registered in the UK
- A Trust bank account or Trustee bank account
- Trust Deed in PDF format
- Bank statement in PDF format
- Trust LEI, where applicable

Stakeholders can be added as part of the process. At least one Trustee must be onboarded on Platform to open a Trust.

If there are multiple beneficiaries and you do not wish to onboard them, the Trust may be opened with only a Trustee. The exception is a Bare Trust, where the beneficiary must be added and onboarded.

Once documentation has been approved, the Trust will be available under a dedicated **Trusts** tab alongside **Clients**.

## **Integrated Operational Treatment**

Trust accounts operate within the same framework as other accounts on Platform.

You can:

- Request transfers
- Add contributions
- Process withdrawals

A model portfolio can be applied at the outset or added later. Multiple model portfolios can be used where appropriate.

For firms advising on intergenerational planning or estate structuring, Trust capability within a single platform environment can simplify asset placement decisions and reduce fragmentation.

If Trust functionality is relevant to your client base, book a demonstration below.

*If you would like to see how Trusts operate on Platform, arrange a demonstration with your [Regional Representative.](https://www.timeline.co/contact) Existing users can log in to begin adding a Trust.*

[View full post](https://www.timeline.co/resources/managing-trust-structures-within-a-single-platform-framework)

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