Trust Reg Service Webinar Email 1360X784px

Trustee Duties and the Trust Registration Service

Francesca Gandolfi will explain Trustee Duties and the Trust Registration Service.

About the webinar

Date: Wednesday 3 February 2021

Time: 11.00 - 11.30am

 

In this webinar, Francesca Gandolfi, ican Technical Services Manager, will be looking at the basics of trusts and who should be trustees. She will also explain the responsibilities of trustees and provide information about the Trust Registration Service.

The webinar will cover:

  • What is a trust?
  • Why use a trust?
  • Who should be trustees?
  • Trustee responsibilities and duties
  • The Trust Registration Service

 

About the Presenter

Francesca Gandolfi provides technical support on trusts, tax and estate planning. Before this, she was a financial adviser and specialised in care fees planning – helping clients maintain financial independence pre and post retirement. She’s also worked for providers, dealing with platforms, investments, retirement and equity release.

 

Support

Your CPD certificate will be sent to your registered email address on completion of the webinar. If you do not receive this or for any questions please email clukmarkcomm@canadalife.co.uk

There is a range of technical material available on our website. For this webinar we suggest the following documents: