Trustee Investment Seminar
Speaker: Cathy Russell FPFS TEP, Tax & Estate Planning Consultant at Canada Life
Cost: Free, including breakfast rolls with tea & coffee
- Free parking is also available at the Crowne Plaza for seminar attendees
Agenda: 8am for Registration & refreshments - Presentation starts at 8.30am
We are delighted to welcome back Cathy Russell from Canada Life to present at this seminar.
Learning Objectives:
By the end of this session, delegates will have a better understanding of trustee responsibilities and duties.
The seminar will highlight why people acting as trustees (including any professional connections – solicitors/accountants acting as trustees) should use financial advisers for investment advice and reviews. Cathy will Look at some case law and finish by looking at the tax treatment of the three main types of trusts – bare, interest in possession & discretionary – on the basis if you are going to give advice on trusts you need to know what type of trust you are dealing with and how it will be taxed.
Booking
To reserve your place at this event or should you require any additional information, please either use the online booking system or email us at: chesterinstitute@cii.co.uk
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's 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/cpd.