The second session will focus primarily on trust planning, starting with the legal concept, the fundamental trust structure as well as the tax regime itself.
The session will then take a deep dive into number of trusts available to clients, and how the selection of these can be aligned to the clients needs.
The session will conclude by looking at how trust planning can be combined with BR investments to provide optimal client outcomes. We will use a handful of case studies to demonstrate how this could be used with a variety of different clients.
Learning Objectives:
- Explain the legal concept behind trusts and why they are used
- Understand the key terminology used when describing trusts
- Appreciate how the selection of trust structures can be aligned to clients’ needs
- Identify tax-efficient investment opportunities when working with IPDI Trusts
- Identify the types of clients that could benefit from combining BR with Trust planning