Join Steve Sayer, our Technical Sales Manager, when he will examine the role that trusts play in effective financial planning.

The parties to a trust and the roles they play

Various types of trust and pertinent administration considerations

How an investment bond can assist efficient investment management for trustees

Whether you have limited experience in the use of trusts or are a seasoned professional, this promises to be a highly practical and useful reminder of some of the key attributes of trusts and how they can be used effectively when structuring wealth management solutions to meet client needs.

Steve will be joined by Simon Martin, Head of UK Technical Services, for an interactive Q&A session.

As a UK CPD qualifying event, this is an excellent opportunity for you to expand your knowledge and earn valuable CPD points.

Don’t worry if you can’t attend on the day, by registering you can still watch on demand later.

Trusts Back to Basics