28 May

The Five Whats of Advising Trustees

With more and more people using trusts through lifetime gifting or creation in their wills, advising trustees is a key area of financial planning.  Whilst there are some similarities with advising individuals giving advice to trustees is a very different animal.

On this webinar Barrie Dawson, Technical Specialist, will help you to gain an understanding of:

  • How to identify different types of trust and investment powers.
  • Trustee investment responsibilities.
  • The income tax and CGT treatment of trusts.
  • Suitability issues.

Gain 60 minutes structured CPD.

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28th May 2020

10:00 am - 11:00 am

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