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Transforming estate planning with flexible reversionary trusts

Are your clients looking to reduce their potential IHT bill and still receive a regular income? Flexible reversionary trusts brilliantly balance access and IHT efficiency. All growth is outside the estate immediately, and the lump sum gifted into the trust is outside after seven years, but your clients can still receive periodic payments. Join us as we look at how these trusts can transform an estate planning strategy.


If you would like to submit a question for our speaker, please email clukmarkcomm@canadalife.co.uk. You will need a set of headphones to listen to the broadcast.

Date: Thursday 31 May | Time: 11:00 - 11:45am

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