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Introduction to trusts

3 years ago
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Joining us for our next instalment of technical knowhow is Senior Technical Consultant Charlene Young.

During this session, Charlene will cover the main types of trust, the key responsibilities of trustees and how different types of trusts are taxed.

Supporting literature

 

Charlene Young

Charlene Young

Pensions and Savings Expert

Charlene is a Chartered Financial Planner with over 10 years' experience in financial services. She joined AJ Bell in 2014 after relocating to Manchester from Bristol, where she held financial planner and paraplanner roles at leading firms. In addition to analysing and commenting on technical and regulatory issues, Charlene is also responsible for designing and providing technical training for AJ Bell staff.

More from Charlene Young

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