We have developed our Trust Analysis Service for Independent Financial Advisers to make a wealth of difference to your succession planning. Why not leverage our expertise to bolster your own knowledge, to ensure you provide a solution based on comprehensive understanding and a depth of experience?
Our Trust Analysis Service is designed to equip you with clarity and assurance, so that you can talk about the inner workings of your client’s trust with authority.
Some of the benefits include:
An analysis can be requested at any point during the lifetime of the trust, and consider the settlor, trustees or beneficiary’s position
Speak with your Regional Sales Manager to request a report
We will require the following:
Expect a full response within 8 working days
A detailed, independent and unbiased report including:
Download our Trust Analysis Service Sales aid