july, 2020

13jul(jul 13)10:00 am(jul 13)10:00 amWebinar: How to select the most appropriate Trust for your client's life planning needs (Copy)

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Event Details

This webinar will be discussing how to select the most appropriate Trust for your client’s lifetime planning needs.

Agenda

  • Lifetime Trust that they can benefit from?
  • Lifetime Trust for Inheritance Tax planning
  • Lifetime Trust to “deal with” Capital Gains Tax on additional properties or shares
  • A Trust for Life Insurance proceeds
  • A Trust for lump pension death benefits/Death In Service
  • A Trust for personal injury payments
  • And more!

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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