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Aegon: Demystifying trust and IHT planning webinar – earn 40 minutes CPD time

Tax & Trust webinar for Financial Advisers & Paraplanners

11 Mar 2019

Aegon: Demystifying trust and IHT planning webinar – earn 40 minutes CPD time

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.

Watch the webinar

 

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