Join us for a focused look at one of the most overlooked areas in UK financial planning – the impact of choosing joint or single ownership, settlors and lives assured for trusts and life insurance bonds.
Advisers often go straight to a joint recommendation, but this choice can affect client tax outcomes, control, reporting efficiency and succession planning far more than many expect. Getting it right from the outset can make a real difference to how smoothly things run down the line, both for your clients and their beneficiaries.
Learning outcomes
By the end of this session, you will be able to:
Ask an expert
Submit your details and your question and one of your Account Managers will be in touch.
Follow us on LinkedIn
Follow us on LinkedIn where you will be the first to see any news, views or support we think matters.
