CPD Breakfast Seminar - Trust Seminar

The Institute of Cardiff invite you to a CPD breakfast seminar on the topic - Trust Seminar

Event Details

Holiday Inn, Cardiff North (M4 Jct 32), Merthyr Rd, Cardiff CF15 7AD

Tuesday 17th September 2019, 09:00 for refreshments for a 09:30 start (approx. 11:00 finish)

The event will be presented by Patrick Kennedy from Canada Life.

Course Overview

The seminar will cover the following items:

• Intro to IHT - not really trust related but could be a useful refresher
• Order of gifting , including the 14 year shadow - no looking at trusts in depth but rather the interaction between PETs and CLTs
• Best of both worlds … covering gift and loan, discounted gift and WPT
• Periodic and exit charges and how these can impact different types of trusts
• Two lump sum gifting ideas - WPT and CAA
• Second marriages - this focuses on people with children from previous relationships and using trusts, incl WPT

Speaker - Patrick Kennedy - Canada Life

With over 25 years experience, Patrick has worked in both professional adviser and provider marketplaces. This has included working within a pensioneer trustee practice and as a technical officer for a Mutual Assurance Society focused on solving IHT case scenarios, particularly from a tax and trust perspective. He is a Chartered Financial Planner.

To book your place on the course please email khatch@acumenifa.co.uk with your membership PIN

The maximum limit of attendees for each CPD event is set by the venue.

All bookings will be assigned on a strictly first-come, first-served basis.

Bookings must also be made separately - by the individual who wishes to attend. Where bookings for more than one person are requested, only one place will be allocated, with the rest added to a waiting list