The Trust Registration Service - afternoon
Join Simon Martin from Technical Connection as we look further into the changes and outline actions which may be required.
Including covering:
- Which trusts do and do not need to be registered.
- Dates for trust registrations
- The information required to register a trust
- Actions for new and existing trusts
This second session, meets at 12:30pm for lunch, the session begins at 1pm
Learning objectives:
At the end of the session attendees will:
- Understand the registration rules and when a trust needs to be registered
- Be able to articulate why the rules have changed and the actions your trustee clients need to take
- Understand the opportunities this represents for you as a planner
Presenter: Simon Martin, Technical Connection
Prior to joining Technical Connection, Simon worked for St. James's Place for 4 years as a technical specialist focussing on taxation and trusts.
Prior to this, Simon worked for a number of large Financial Services companies in a variety of technical, development and management roles.
Simon is a Chartered Financial Planner & Fellow of the Personal Finance Society. He joined Technical Connection in April 2018.
Venue
- Hartland Meeting Room
- St. James’s Place Wealth Management, First floor, Vantage Point, Woodwater Park, Pynes Hill
- Exeter
- EX2 5FD
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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.