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11th May 2023

Advising Trustees Event

Providing advice to trustees is a different ball game to advising individuals and one of the most commonly asked questions is 'What can the trustees invest in?' While this is a pertinent question that needs answered, the equally important questions of what the trustees should be investing in is often overlooked.

On this event, Technical Manager, Neil Macleod will be looking at what advisers need to know when it comes to trustee investment, including the impact of tax changes announced in the Autumn Statement and Spring Budget.

By the end of the event, you'll be able to:

  • Understand Trustees duties relating to investment
  • Describe the Income Tax and Capital Gains Tax treatment of trustee investments
  • Identify suitable investments for different types of trust

The event will qualify for up to 90 minutes structured CPD accredited by CII and CISI.

Thursday 18 May – 10am

Register for session here

Tax, Trust & ISA

Registration

Free Registration and CPD

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