Your wealthy clients will be keen to ensure their loved ones benefit from as much of their wealth as possible but they will also need to maintain as much personal access to their wealth as necessary for their own peace of mind.
The careful use of trust solutions at the right time will help ensure these objectives can be met in a controlled, affordable and tax-efficient manner, and it’s a market that presents you, the adviser, with many potential planning opportunities.
We are delighted to invite you along to an interactive webinar which will be hosted by John Hancock, International Specialist. The session will run for approximately 45 minutes including Q&A.
This technical and topical session will cover the following areas:
- Why use trusts and when?
- Which investment wrapper?
- Core single premium IHT / generation planning solutions
- Client profiles and technical considerations
- Advantages of independent trustees and the use of protectors