Summary of the session
60 minutes structured CPD
Synopsis
On this webinar Prudential look at the use of standard insurance company trusts and how they can play a part in delivering the right inheritance planning outcomes for your clients. They look at the four How’s – how they work, how you use them how they are set uo and how they’re taxed.
Learning Objectives
- How to use standard insurance company trusts
- The taxation of gifts into trust
- The planning outcomes trusts can deliver for clients
Assessment
Pass = 3 out of 4