Using trusts in a changing regulatory landscape
Join John Chew in this webinar as he explores the reasons why clients are using trusts in estate planning and introduces the Wealth Preservation Account.
About the webinar
The regulatory landscape is shifting. The Inheritance Tax (IHT) changes announced in the 2024 Autumn Budget mean more people are aware of IHT and the impact it may have on their assets. More and more clients are now looking to protect their assets using tax-efficient vehicles, such as trusts.
Could the Wealth Preservation Account be an appropriate trust solution for your clients?
Watch the webinar on-demand
Learning objectives
- Discuss the positioning of the Wealth Preservation Account, compared to other trust solutions
- Understand the objectives of this solution
- Comprehend the compliance of this solution and how it meets the regulatory requirements
- Describe the structure and how it works
- Explain the advantages and disadvantages of this solution
- Provide clarity on how this solution should be registered on the Trust Registration Service and how a professional trustee service could help
- Recognise opportunities where a trust solution will be appropriate for your clients
About the presenter
John has over 35 years' experience working with advisers within the UK and Internationally to help them navigate the broader issues of retirement and estate planning.
Previously, John was Commercial Director at Fidelity International, responsible for the strategy and business plan for Fidelity Retirement Services and was responsible for overseeing the advice and running of the advisory business.
Prior to Fidelity, John worked at Legal and General as Product and Funds Director in the savings business. During his time at L&G, he was responsible for the circa £56bn in assets covering over £1 million clients in pensions, investments and International.
Having helped establish trust companies, spoken on pension, estate planning topics and the use of lifetime mortgages in planning, he brings a wealth of experience from a broad-ranging career.
John specialises in the areas of pensions, investments, estate planning and the platform market, with the aim of helping advisers to develop plans to achieve their client’s needs and objectives.