How to read a trust deed

Beginner
Tax and trusts
Accredited
Video
Date:

Wednesday 16th March 2022

Location:

Online

Duration

57 MINS

A deep dive into a trust deed and the information and points paraplanners should look out for.

Learning objectives

During the session we covered….

  • Why are you reading the deed?
  • What kind of trust is it?
  • Who is involved?
  • Who is entitled to what?
  • Trustees’ investment responsibilities

Speakers

1
Les Cameron
M&G Wealth

Les leads the M&G Wealth Technical Team working to maintain their position as one of the most widely respected technical support units in financial services.

A fellow of the PFS, Les spends his time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, paraplanners and financial advisers.

Event resources

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Useful links

M&G Wealth have created a page on their website where you can download the slidedeck, access resources AND complete a brief test to obtain your CPD certificate for taking part.

Slides and CPD certificate

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