Trusts for Estate Planning- Lunchtime Lecture

The Masonic Lodge
Wednesday, 11 January 2017
12:30 pm – 2:00 pm (UK time)

Nigel Merchant & Nathan Holloway of Kings Court Trust

Kings Court Trust is one of the UK's leading estate administration specialists working alongside IFAs, accountants.

Learning Objectives

At the end of this event delegates will be able to identify:

  • Why trusts are used in the estate planning process
  • The different types of trusts available
  • How they work
  • What happens when they go wrong
  • Their impact on the estate administration process

Venue
  • The Masonic Lodge
  • 165 Warwick Road
  • Coventry
  • CV3 6AU
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.