Join Technical Sales Manager, Steve Sayer as he examines the role that trusts play in effective financial planning.
Steve will examine:
- What is a trust?
- The parties to a trust and the roles they play
- Various types of trust and pertinent administration considerations
- How an investment bond can assist efficient investment management for trustees
Whether you have limited experience in the use of trusts or are a seasoned professional, this promises to be a highly practical and useful reminder of some of the key attributes of trusts and how they can be used effectively when structuring wealth management solutions to meet client needs.