The Trust Registration Service - afternoon

Join Simon Martin from Technical Connection as we look further into the changes and outline actions which may be required.

Including covering:

• Which trusts do and do not need to be registered.
• Dates for trust registrations
• The information required to register a trust
• Actions for new and existing trusts

This second session, meets at 12:30pm for lunch, the session begins at 1pm

Learning objectives:

At the end of the session attendees will:

• Understand the registration rules and when a trust needs to be registered
• Be able to articulate why the rules have changed and the actions your trustee clients need to take
• Understand the opportunities this represents for you as a planner

Presenter: Simon Martin, Technical Connection

Prior to joining Technical Connection, Simon worked for St. James's Place for 4 years as a technical specialist focussing on taxation and trusts.

Prior to this, Simon worked for a number of large Financial Services companies in a variety of technical, development and management roles.

Simon is a Chartered Financial Planner & Fellow of the Personal Finance Society. He joined Technical Connection in April 2018.