Paraplanner
Paraplanners Assembly 2022 - Trusts 1
60 min read 16 Mar 22
What was covered?
We kicked off this year’s Assemblies with the first of a two part series on Trusts.
Les Cameron, M&G Wealth’s Head of Technical took the Assembly through how to read a trust deed – exploring the information and key points that paraplanners should look out for including:
- Why are you reading the deed
- What kind of trust is it
- Who is involved
- Who is entitled to what and
- Trustees’ investment responsibilities
In the follow up session we’ll return to our CSI: Case Study Investigation format bringing together a panel of experts to explore how they would approach a real-life trust situation.
Watch the event
Looking for more?
Les has curated some content on Trusts which you can find below
Check out our previous Assemblies – they’re each worth an hour of CPD
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