Trustee Responsibilities

Thursday, 16 September 2021
2:00 pm – 3:00 pm (UK time)
    • John Chew, Canada Life

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.

CII Accredited

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