Trustee Investments

Thursday, 04 June 2020
1:00 pm – 2:00 pm
    • Cathy Russell FPFS TEP, Tax and Estate Planning Consultant, Canada Life

Session Content

This session looks at trustee responsibilities and duties and highlights why people acting as trustees (including any professional connections – solicitors / accountants acting as trustees) should use financial advisers for investment advice and reviews.

It looks at some case law and finishes up by looking at the tax treatment of the tree main types of trust – bare – interest in possession – discretionary, on the basis, if you were to give advice on trusts, you need to know what type of trust you are dealing with and how it will be taxed.

Learning Objectives

  • By the end of this session, delegates will understand:
  • The responsibilities of trustees.
  • The relevant Acts that trustees can turn to when their trust deed is silent.
  • What to consider in a trust review.
  • Things that we have learned from existing cases that have come through the courts.
  • Considerations when looking at existing trusts.
  • Considerations when looking to move trust investments.
  • How trusts are taxed:
  • Discretionary trusts
  • Interest in possession trusts
  • Bare / Absolute trusts


Nottingham CPD - Trustee Investments - 4th June
Thu, Jun 4, 2020 1:00 PM - 2:00 PM (BST)

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Cathy Russell FPFS TEP

Tax and Estate Planning Consultant, Canada Life

Cathy has worked in the financial services industry for over 25 years with experience in both professional adviser and provider marketplaces, specialising in taxation, trusts, estate planning and delivering training. She is a Fellow of the Personal Finance Society, a Chartered Financial Planner and a Trust and Estate Practitioner (TEP).

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.

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