60 min read 16 Mar 22
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:
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.
Les has curated some content on Trusts which you can find below
Hear from the experts on CRPs, tax, IHT, lifetime allowance and more.
Hear from the experts on CIPs, CRPs and more
To hear about our latest events, just leave us your details and we’ll drop you an email to let you know what’s coming up.
The information contained in this page is for professional Financial Adviser use only. If you are a private investor, please visit the Private Investor section or contact your Financial Adviser for more information.