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Trustee Investments

  • Thu 04 Jun 1:00 pm – 2:00 pm
    • Cathy Russell FPFS TEP, Canada Life

This webinar 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.

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