Trusts used to be the kind of thing you’d come across every now and again. Something to dust off the knowledge for, handle carefully, then put back on the shelf.
That’s changing. With pension IHT changes on the horizon, trust planning is becoming a regular fixture on paraplanners’ desks and the paraplanners best placed to support their clients will be the ones who can approach it with genuine confidence, not just familiarity.
This Assembly is designed to help you get there.
Join us online for a practical Assembly that takes you from the foundations right through to real-world trust planning decisions.
We’ve invited Shaun Moore, Tax and Financial Planning Expert at Quilter, to join host Richard Allum for this Assembly. Together they’ll work through the essentials and the less obvious bits that every paraplanner working with trusts needs to have at their fingertips.
During this lunch-hour Assembly we expect to:
- understand why trust planning has moved from the occasional to the everyday, and why the pension IHT changes expected from April 2027 are likely to accelerate that further
- get to grips with the types of trust you’re most likely to encounter (loan trusts, discounted gift trusts and reversionary interest trusts) and how to tell them apart when different providers call them different things
- use the three circles of access, flexibility and tax efficiency as a practical framework for matching the right trust to the right client
- explore the common mistakes and questions that come up again and again
- understand the ongoing practical obligations that come with trusts, from the Trust Registration Service to trustee bank accounts, and when a professional trustee makes sense
What can you expect to take away?
You’ll leave with a clearer, more confident grasp of trust planning, not just the theory, but the practical judgement to apply it. Whether you’re doing in-depth trust research or writing up recommendations that involve one, this session gives you a framework and a reference point you can keep coming back to.
Save your spot.
