21st June 2023
Advising Trustees (90 minutes)
90 minutes CPD
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 looked 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.
This event qualified for 90 minutes structured CPD accredited by CII and after watching the session you should now 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 trusts