24th June 2021
Understanding trusts and trustee investment duties (60 minutes)
60 minute CPD
With more and more people using trusts for lifetime gifting or creating a trust in their will, advising trustees is a key area of financial planning. There may be some similarities with advising individuals but giving advice to trustees is a very different animal.
This session should help you gain a better understanding of:
- How to identify different types of trust and trustee investment powers
- Trustees investment responsibilities
- The income tax and Capital Gains treatment of trusts
- Suitability issues when matching investments to different trusts
- Trustee considerations with regard to ESG and multi asset funds.