Tax and Trusts Workshop (April 2019) - Part 1

AMP
Tuesday, 16 April 2019
8:30 am – 12:00 pm
    • Anne Slater-Brooks, Triple Point

Module One – Introductions and Case Study outline

  • IHT issue – setting the scene
  • Facts and figures
  • Introducing the Messi Family

Module Two – Overview of trusts

  • What is a trust?
  • Uses of trusts
  • Types of trusts
  • Specialist trusts
  • Other estate planning options
  • Estate planning options compared
Venue
  • AMP Technology Centre
  • Advanced Manufacturing Park, Brunel Way
  • Rotherham
  • S60 5WG
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CII Accredited

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2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

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