Trusts in Wills - Work involved when a trust is activated on death
This hour long seminar will explain the key role that trusts can play in the estate planning process. It will outline the risks and benefits of using them and will explore the different types available, how they work and the impact of them being used incorrectly. We will also consider their impact on the estate administration process after death.
Learning Objectives
By the end of this session you will have:
- how property trusts work
- how nil-rate band discretionary trusts work
- trusts for minors
- the impact of trusts on estate administration
- how advisers can help trustees with good estate planning
Kings Court Trust is one of the UK’s leading estate administration specialists. Our team of legal, tax and estate administration experts have helped over 7,000 families deal with the estates of their loved ones, distributing over £1.5 billion in assets to the beneficiaries. We work alongside professional advisers such as IFAs, accountants and Will writers to ensure that their clients have access to a professional, quick and efficient estate administration service at their time of need.
To book your place email: ian.stockley@i.tescobank.com
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.