Trustee investments – 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.
Looks at some case law and finishes up by looking at the tax treatment of the three main types of trusts – bare – interest in possession – discretionary – on the basis if you are going to give advice on trusts you need to know what type of trust you are dealing with and how it will be taxed.
This is a presentation by John Chew, Canada Life
John has 30 years' experience working with advisers within the retirement, investments, estate planning and platform markets. He has a wealth of experience as the former Commercial Director at Fidelity International responsible for the strategy of Fidelity Retirement Solutions, and Funds director at Legal and General.
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.
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 www.cii.co.uk/cpd.