Choosing the Right Trust for Your Client - A Guide for Private Client Professionals

Introduction

Many practitioners will often have their favourite ‘go to’ trust which they will include in a client’s will but is it always going to be the right choice?

This new webinar will explore the different trusts available and with the help of case studies will explore which type of trust may be the most appropriate option considering the client’s circumstances and, of course, tax.

The webinar is aimed at will writers, solicitors and practitioners who draft wills for clients who wish to protect their assets from sideways disinheritance, care fees, third parties or to simply protect their beneficiaries from themselves!

Delegates will require a good understanding of trust and estate taxation.

What You Will Learn

This webinar will cover the following:

• IPDIs including ROOs, FROOs, LITs and FLITs
• Nil rate Band Discretionary Trusts
• 2-year Discretionary Trusts
• Full Discretionary Trusts
• Trusts for minors

This webinar was recorded on 26th April 2021