• March 28, 2024
 Supermen Webinar 67: How To Select The Most Appropriate Trust For Your Client’s Life Planning Needs Part 2

Supermen Webinar 67: How To Select The Most Appropriate Trust For Your Client’s Life Planning Needs Part 2

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

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.