18th July 2016

Prudential: Trustee Investment Masterclass

Register to join our Technical Masterclass WebEx on 21 July 2016 to help you identify new financial opportunities with your clients.

Les Cameron, Head of Technical will take you through the Trustee's responsibilities and duties, focussing on their investment responsibilities. We'll also look at different types of trusts, a high level view of their tax treatment and how you can help trustees match the right investment vehicle to their trusts.

To register for the Masterclass, click on the following link.

Investments, Partner Webcasts, Tax, Trust & ISA

Registration

Free Registration and CPD

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Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

BNP Paribas: Multi-Asset Investment Views Quarterly Update – July 2026

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