Trust Masterclass

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“Trust planning doesn’t have to be complex and even if the client is too young to do any Trust planning now, we need to ensure that any policy set up today is future proof. How can we combine trusts to achieve maximum results and how do we demonstrate to the legal profession that there is no limit on how much we can place intro Discretionary Trusts without paying entry taxes”

Learning objective ;

To identify several different types of Trusts and how they can be used by clients to plan or reduce IHT . How trusts should be set up , who should be trustees and what Protectors can do and the differences between IOM and English Trusts … Plus how to protect wealth through the generations in case there are relationship breakups …..

Speaker Biog;

Paul has worked in the life assurance industry for more than 26 years of which the last 17 have been with Old Mutual International. His role is to support the Old Mutual consultants & managers on technical matters around Offshore products, trusts and general taxation. He is a Chartered financial planner and a fellow of the CII.

The Nottingham Insurance Institute charges for non-attendance at all CPD events.

If you do find that you are unable to attend, we ask that you give us at least 4 working days notice that you are no longer able to attend.

Please note, if you fail to let us know before this deadline, we will need to charge a £30.00 (inc. VAT) non-attendance fee to cover the cost of catering, booking arrangements and denial of your place to other members.

All cancellations must be received by email and you will receive confirmation of your cancellation. You may also nominate a replacement if you are unable to attend.

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