Tax and trusts: Solving trustee trials and tribulations

Intermediate
Tax and trusts
Accredited
Video
Date:

Tuesday 19th June 2018

Location:

Online

Duration

56 MINS

Looking at the tax and admin problems that trustees face.

Learning objectives

In this session we covered…

  • Is passing the pension fund directly on to the spouse/next generation the best option for all clients?

Speakers

1
John Haley
Utmost Wealth Solutions

Utmost Wealth Solutions' Technical Sales Manager with nearly 30 years in financial services. John is a Fellow of both the Personal Finance Society and the Chartered Institute for Securities & Investments, as well as being a Chartered and Certified Financial Planner.

Event resources

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Useful links

Utmost has created a page on their website with the slides and CPD certificate

Slides and CPD certificate

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