In this session, Senior Technical Consultant, Lisa Webster looked at the workings of discretionary and absolute trusts. With case studies to demonstrate when different types of trusts are appropriate, she covers the role of trustees, tax considerations and other practicalities.
The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.
This is a recording of broadcast content; it therefore carries no CPD time credits.
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