Event Date: Mon 7th Oct 2024
Trusts, commonly set up to protect family assets, are prevalent and can cause a real headache if they are not used or administered properly. Understanding the different types of Trusts that might be created, how they can be used and how you can avoid things going wrong are essential aspects of advising clients.
- Could you identify a Trust from papers your client gives you?
- Do you understand who the beneficiaries are or could be?
- Are the powers of the Trustees clear to you?
- Do you know when and how payments out of the Trust can be made?
- Could a divorce affect the Trust?
- What do you do if a Trustee loses capacity?
Join Howes Percival's Private Wealth experts for their upcoming webinar where they will cover all of the above and more. If you advise clients on their wealth, their Wills or their responsibilities as Trustees this is the webinar for you. Full of helpful hints and tips our aim is to give you handy pointers to consider when advising clients and looking out for problems that might arise.
Speakers
For more information on any of the topics covered during this webinar, please get in touch with one of our speakers:
Tom Lawrence
Lauren Abbs
Justine Flack
Rachel Leatherland
Event Details
Date: Monday 7 October 2024
Time: 12:00 - 13:00
Webinar: A zoom link will be provided on registration.
RSVP: Click here.
We look forward to seeing you there! If you would like any further information, please contact [javascript protected email address].
