Trusts - The Estate Planner's Secret Weapon

This presentation will focus on financial planning for later life, delving into the different estate planning needs, the key areas of IHT planning and how Trusts combined with different investment products can assist the Estate Planner.

• To understand the key areas of financial planning for people in later life
• To appreciate the different estate planning needs of clients in later life
• To look at the key areas of inheritance tax planning for later life clients
• To look at the different trusts that can be combined with investments, life policies and pensions to satisfy the varying financial needs of different later life clients
• To look at any non-trust solutions that might be appropriate.

Nick has over 40 years’ experience in financial services. He is a Fellow of the PFS and a Chartered Financial Planner. He is also a Chartered Fellow of the Chartered Institute of Securities and Investment (ChFCSI), a Chartered Wealth Manager and a Certified Financial Planner.

Nick is a director of Trustee Support Services Limited, a company set up to assist trustees with the registration of trusts on the Trust Registration Service and to provide trustees with bespoke consultancy services.

Nick also runs his own consultancy, Consultniks Limited, providing financial planning, technical and marketing consultancy services to IFAs, product providers, support providers and others. He also supplies specialist, bespoke training.

When not doing financial services work during winter, Nick can be found in the French Alps.