july, 2020

13jul10:00 am11:00 amWebinar: How to select the most appropriate Trust for your client's life planning needs (Copy)

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

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Time

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

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