PFS Workshop - Using Trusts for Estate and Inheritance Tax Planning

In this very practical and interactive workshop, Paul Lucas provides a thorough summary of the different types of Trusts that can be used for Estate and Inheritance Tax planning. He’ll review the tax treatment of each of the main Trust types and consider the pros and cons for various client scenarios.

Paul will use realistic case studies to demonstrate the practical application of Trusts for IHT mitigation.

The session is most effective for financial planners and paraplanners who are active in providing Estate Planning work, or those wishing to enhance their planning skills in this area, with the following learning objectives:

• Understand the tax treatment of different Trust planning options
• Describe the benefits and drawbacks of different Trust types
• Practical application of Trust based planning to mitigate Inheritance Tax

Registration From 9 AM

Session One - 9:30 to 10:45

10:45 Tea and Coffee break

Session Two - 11:00 to 12:30

Lunch 12:30 to 1pm

Please note that Car Parking at Hylands House is free for attendees.

Paul Lucas FPFS, Chartered Financial Planner

Paul is the Strategic & Technical Sales Manager at Columbia Threadneedle Investments. Paul has a wealth of experience in Learning & Development, with several senior roles including AEGON, Countrywide and more recently Quilter where he created and ran a highly successful technical training academy for advisors to qualify for Level 6 Chartered status before joining Columbia Threadneedle in February 2021.

Paul is a life-long learner of not just technical content but also, influence and persuasion skills. He has spent over 30 years and more than 10,000 hours studying the tools, strategies and techniques to present, persuade and sell ideas powerfully, confidently and convincingly. His passion for self-development led to his transition to a career in training and coaching roles where he has worked for the last 15 years.

With his ability to present complex financial planning information in an easy to understand format combined with a strong emphasis on turning technical knowledge into tangible results, his presentations and training are always high in demand. Paul is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is also qualified as practitioner in both NLP and MBTI.

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