Paraplanner
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
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