IHT and Trust planning in an evolving landscape
Tuesday 20 October, 10:30 am - 11:30 am (UK time)
Digital
1 hour
Ash Kapasi, Tax and Trust Specialist, Quilter
The PFS East Midlands Regional Committee we would like to welcome you to join us for our next webinar event.
Click here to register and to join this webinar: https://event.on24.com/wcc/r/5488298/0CABDA188AB34515F36A74A6D346D8B4
Learning objectives:
- Understand why Trusts are increasing in importance
- Overview of Trust essentials
- Review Quilter’s range of trusts (different types of trust available in the market) with a focus on those that provide access for the settlor
- Familiarise yourself with Trusts for surplus income
- Revisit Trust registration
Speaker: Ash Kapasi, Tax & Trust Specialist at Quilter
Ash has been with Quilter since 2018 originally joining as an offshore specialist. He mainly gets involved in helping advisers with case discussions in the areas of trust and estate planning, and increasing discussions around the use of investments bonds, and how these can help clients today.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.