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The five whats of advising trustees

Session: 28 May 2020    

With more and more people using trusts through lifetime gifting or there creation in their wills, advising trustees is a key area of financial planning. Whilst there’s some similarities with advising individuals giving advice to trustees is a very different animal.

On this webinar Barrie Dawson, Technical Specialist helped you to gain an understanding of:

  • How to identify different types of trust and their investment powers
  • Trustees investment responsibilities
  • The income tax and CGT treatment of trusts    
  • Suitability issues

Presenter – Barrie Dawson, Technical Specialist

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.