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.

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