june, 2020

15jun(jun 15)10:00 am(jun 15)10:00 amSupermen Webinar 66: How To Select The Most Appropriate Trust For Your Clients (Copy)

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Event Details

Part 1 of 2

This webinar is run by Countrywide Tax and Trust Corporation.

All available with the Countrywide Legacy Software, but which one is right for my client?

  • Discretionary Trust
  • Life Interest Trust
  • Flexible Life Interest Trust
  • Countrywide’s ‘series of’ Discretionary Trusts that qualify for the RNRB
  • Bereaved Minor’s Trust
  • 18 – 25/Children’s Trust
  • Disabled/Vulnerable Person’s Trust
  • Flexible Interest In Possession Trust (IIP)
  • Business/Agricultural Trusts

We will also compare and contrast setting up the above Trusts in lifetime and including them within the client’s Will.

Agenda

  • Which Trust should be included in your client’s Will?
  • Which one, why and how!

Register your place on our FREE webinar!

All Webinars commence at 10:00am and finish at 11:00am

Time

(Monday) 10:00 am - 11:00 am

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