Supermen Webinar 66: How To Select The Most Appropriate Trust For Your Clients

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