• April 19, 2024
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Supermen Webinar 66: How To Select The Most Appropriate Trust For Your Clients

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

Part 1 of 2

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

Why not register early for Part 2?

Part two in July will be discussing how to select the most appropriate Trust for your client’s lifetime planning needs. This will be running on Friday 10th July and Monday 13th July. Register your free place today!

This article was submitted to be published by Countrywide Tax & Trust Corporation as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly. With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner. Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.

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