REPEAT SESSION - ONLINE CPD - Using Trusts for Estate and IHT Planning (Session 1) - Trust and Estate Planning

Friday, 26 November 2021
10:30 am – 12:00 pm (UK time)
    • Paul Lucas, Vice President, Strategic & Technical Sales, BMO


As these sessions were oversubscribed when we ran them in September, BMO have kindly offered to run them again for members who were unable to attend.

About this Session

Using Trusts for Estate & IHT Planning - Session 1

These interactive technical sessions provide an in-depth analysis of the different types of trusts and applying these to case studies to discover how they might work for clients in practice.

We will provide a technical presentation of Trusts and Estate Planning in Session 1.

This will be followed by a case study based event where we will consider the practical application of Trust and Estate Planning in Session 2. (Please book separately)

Learning Objectives

  • Understand the tax treatment of different Trust planning options
  • Describe the benefits and drawbacks of different Trust types
  • Practical application of Trust based planning to mitigate Inheritance Tax

Our Speaker

Paul Lucas

Paul has worked in financial services for 30 years. His career includes Business Development Manager for a Pension Specialist, Sales Director of an IFA for 10 years. Paul has a wealth of experience in Learning & Development, with several senior roles including AEGON Scottish Equitable, Countrywide FS and more recently Quilter where he created and ran a highly successful technical training academy for advisors to qualify for Level 6 Chartered status before joining BMO in February 2021.

Paul is a life-long learner of not just technical content but also, influence and persuasion skills. He has spent over 30 years and more than 10,000 hours studying the tools, strategies and techniques to present, persuade and sell ideas powerfully, confidently and convincingly. His passion for self-development led to his transition to a career in training and coaching roles where he has worked for the last 15 years.


To book your place please click on the link above

A link and joining instructions will be sent out automatically before the webinar begins.

Any queries please email Alan.

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Aberdeen, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 1/2 hours' 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