An in depth look at trusts and the role of a trustee
This webinar is hosted by Julia Peake, Technical Specialist at Canada Life.
About the webinar
By the end of this session you will be able to:
- Explain what a trust is and why clients would use them
- Comprehend an overview of the common types of trusts and their uses
- Examine the features and benefits of bonds and why they could be suitable trust assets
- Describe the duties and responsibilities Trustees have
- Appreciate the benefits of using a professional trustee
About the presenter
This webinar is hosted by Julia Peake, Technical Specialist at Canada Life. Julia has held many roles throughout her 18 year financial services career, working with providers, wealth planners and national advisory networks in the pension, tax, trust and estate planning markets.
Julia’s focus is in the tax, trust and estate planning arena writing articles and assisting with technical queries, as well as delivering presentations on a range of estate planning subjects both locally and nationally.
Support
CPD certificates will be sent to attendees using your registered email address after the webinar. If you do not receive this or for any questions please email clukmarkcomm@canadalife.co.uk
Watch the webinar
