On-Demand Events
17 Jul 24 1 min read
Trusts are a common way of controlling money beyond the grave. Trusts may be created intentionally by writing them into a person's Will, but they can also arise unintentionally by the operation of law, creating a "statutory" trust. It's not always easy to identify what type of trust has been created which can be problematic when providing investment advice to the trustees.
In this session Neil Macleod and Barrie Dawson, Senior Technical Managers at M&G Wealth, look at how to identify the type of trust you are advising on and what factors should be taken into account for different cases.
Neil Macleod (Senior Technical Manager, M&G Wealth)
Barrie Dawson (Senior Technical Manager, M&G Wealth)
Find out some of the main considerations when it comes to advising trustees of trusts created on death
90 minute video (approximately) I Structured CPD accredited by CII and CISI
By the end of this session, you will be able to:
To claim your CPD certificate, test your knowledge with the questions below.
Write down your answers to each of the following questions and check your answers when you click to claim your CPD certificate on the link below
Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk
Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.
Submit your details and your question and one of your Account Managers will be in touch.