This webinar explores the value of using trusts in your advice process to meet clients’ expectations and shield them from potential Inheritance Tax liabilities.

Trusts are a great way to guarantee your clients’ family or business is fully protected. They can ensure payments are faster, avoid probate and that life policy proceeds go to the right people at the right time. This session provides a deeper understanding of their mechanics and terminology – as well as demonstrates our automated and signature-free, Online Trust Hub.

Learning objectives:
1. Understand how a trust works, and the key roles of all parties involved
2. Demonstrate how they can be used in various situations and why they’re helpful for Inheritance Tax planning
3. Recognise the opportunities to use trusts in a variety of situations when advising clients and how these are beneficial to them

This is a live webinar (not recorded) and will last approximately 45 minutes. It is CII-accredited for structured CPD.