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