Face to Face - PFS - Trust Planning Ideas – Which Trust for Which Client

Thanks to Matthew Britton-Quilter for this PFS face to face training session.

Session Overview:

A trust is a way of managing assets (money, investments, land or buildings) for people. There are different types of trusts and they are taxed differently.

Trusts involve:

the ‘settlor’ - the person who puts assets into a trust

the ‘trustee’ - the person who manages the trust

the ‘beneficiary’ - the person who benefits from the trust

Trusts are set up for a number of reasons, including:

to control and protect family assets

when someone’s too young to handle their affairs

when someone cannot handle their affairs because they’re incapacitated

to pass on assets while you’re still alive

to pass on assets when you die (a ‘will trust’)

under the rules of inheritance if someone dies without a will (in England and Wales)

Venue: Kennford Suite, Exeter Court Hotel, Kennford, Exeter, EX6 7UX

Timing: Registration with tea/coffee & bacon rolls at 8:30am, session starts at 9am

Face to face CPD session ends: 10.00pm

Learning objectives:

At the end of the session attendees will be able to understand more about:

• Why trust planning is an important area for you and your client in providing the right client outcomes.

• Retaining access to the trust fund and why – case examples.

• Bond planning as a trustee investment and how this can help with the right client outcomes.

Presenter: Matthew Britton-Quilter, Wealth Management Consultant, Quilter UK

Matthew says, I have over 25 years of experience in the financial services industry, working 22 years at Quilter UK as an Wealth Management Consultant covering the South West. I have expertise in the platform market and can talk with confidence and insight on technical matters relating to investments, pensions, trusts and taxation.

I am married to Sarah and we have two teenage daughters Chloe and Olivia who keep us rather busy! We also have a miniature Schnauzer dog called Roxy who we love to walk.

My hobbies are keeping fit in the gym, mountain biking and have a passion for football. My playing days are over now so I follow Bristol City FC and attend as many of the home games as I can.

When time allows we love nothing better to enjoy a night out with friends over a decent pub meal with plenty of red wine!