24th April 2019
Aegon: Demystifying trust and IHT planning webinar (40 minutes unstructured)
40 minute Unstructured CPD webinar
Watch our webinar to hear Elaine Cruickshank, our Tax and Trusts Manager, unravel the complexities of trust and IHT planning and spot new business opportunities. During the webinar Elaine covers:
- some IHT and trust developments which could impact your clients;
- how trusts can work on a platform with a GIA
- some of the tax compliance facing trustees, including the Trust Registration Service and 10 year charges.
This webinar is eligible for 40 minutes of unstructured CPD time.
Note: Unstructured CPD is any activity an individual considers has met a learning objective, but has not been specially undertaken for this purpose. This might include reading a trade publication which happens to include a technical article on a topic for which they have a development need.