Using trusts as part of a client’s estate planning

Intermediate
Tax and trusts
Accredited
Video
Date:

Tuesday 6th November 2018

Location:

Online

Duration

55 MINS

For many clients, trusts will be the backbone of their estate planning. In this session we explore how trusts can be used effectively in estate planning.

Learning objectives

In this session we covered…

  • How different types of trusts work, and how they fit with clients’ needs.
  • Using trusts and Business Property Relief together.

Speakers

1
Jessica Franks
Octopus

Jessica is the business line manager for Octopus’ inheritance tax business line. After completing a Law degree at Cardiff University, she trained as an accountant in the corporate tax team at Grant Thornton in London. She has worked in financial services for more than 6 years, specialising on tax efficient investments. She is also a qualified tax adviser.

Event resources

Watch Video

Useful links

Octopus have created a page for CPD

Slides and CPD certificate

Share Event

Explore our resources

Sam Tonks and Chris Wormwell to host The Big Day Out 2024
Sam Tonks and Chris Wormwell to host The Big Day Out 2024
Find Out More
Assemblies in community centres and halls? What's that all about?
Assemblies in community centres and halls? What's that all about?
Find Out More
What happens at a platform when you transfer pensions and investments?
What happens at a platform when you transfer pensions and investments?
Find Out More
A bite-sized Assembly on rebalancing Technology
A bite-sized Assembly on rebalancing
Find Out More
A bite-sized Assembly on forecasting in the current environment Investing
A bite-sized Assembly on forecasting in the current environment
Find Out More
What happens when you place a trade on a platform? Investing
What happens when you place a trade on a platform?
Find Out More
A bite-sized Assembly on sequencing risk Investing
A bite-sized Assembly on sequencing risk
Find Out More
A plain English guide to old pensions jargon: part three Pensions
A plain English guide to old pensions jargon: part three
Find Out More
A bite-sized Assembly on asset allocation Investing
A bite-sized Assembly on asset allocation
Find Out More
A bite-sized Assembly on modern portfolio theory Investing
A bite-sized Assembly on modern portfolio theory
Find Out More
A paraplanner's guide to neurodiversity Personal development
A paraplanner's guide to neurodiversity
Find Out More
Vote now for your choice of report graphics Reports
Vote now for your choice of report graphics
Find Out More
What role can discounted gift trusts play in inheritance tax planning? Tax and trusts
What role can discounted gift trusts play in inheritance tax planning?
Find Out More
Loan trusts: a surprisingly flexible friend of inheritance tax planning Tax and trusts
Loan trusts: a surprisingly flexible friend of inheritance tax planning
Find Out More
Sarah Lees and Sam Tonks to host The Big Day Out 2023 News
Sarah Lees and Sam Tonks to host The Big Day Out 2023
Find Out More
The Stealthy Budget: How personal tax changed in April and what to do about it Tax and trusts
The Stealthy Budget: How personal tax changed in April and what to do about it
Find Out More
Why power-ups are good for paraplanners – and for the business you work for Personal development
Why power-ups are good for paraplanners – and for the business you work for
Find Out More
Paraplanning team leaders' top five tips to simplify report prep Hints and tips
Paraplanning team leaders' top five tips to simplify report prep
Find Out More
Top tips for tax year end Hints and tips
Top tips for tax year end
Find Out More
A plain English guide to old pensions jargon: Part Two Pensions
A plain English guide to old pensions jargon: Part Two
Find Out More
The top five Assembly videos you watched in January News
The top five Assembly videos you watched in January
Find Out More
Tune in to our first Paraplanners' Assembly podcast episode News
Tune in to our first Paraplanners' Assembly podcast episode
Find Out More
Sian Davies Cole and Kimberley Malin to host new to paraplanning session at Big Day Out 2022 Hints and tips
Sian Davies Cole and Kimberley Malin to host new to paraplanning session at Big Day Out 2022
Find Out More
How to start your own Paraplanners' Assembly Volunteer
How to start your own Paraplanners' Assembly
Find Out More
Sarah Lees and Jonny Stubbs to be Big Day Out 2022 hosts News
Sarah Lees and Jonny Stubbs to be Big Day Out 2022 hosts
Find Out More
A plain English guide to old pensions jargon: Part One Pensions
A plain English guide to old pensions jargon: Part One
Find Out More
Introducing the Snippet Collection for report graphics Reports
Introducing the Snippet Collection for report graphics
Find Out More
This is Mission Control calling Paraplanet…you’re clear to launch the space capsule News
This is Mission Control calling Paraplanet…you’re clear to launch the space capsule
Find Out More
Where do you need help to make sense of ESG? Investing
Where do you need help to make sense of ESG?
Find Out More
Money versus mindset – why financial wellbeing matters Personal development
Money versus mindset – why financial wellbeing matters
Find Out More
What's on our research and analysis tools list? Research
What's on our research and analysis tools list?
Find Out More
Starting out in paraplanning: The follow up Personal development
Starting out in paraplanning: The follow up
Find Out More
Behavioural science for paraplanners and how online meetings can help build client relationships Personal development
Behavioural science for paraplanners and how online meetings can help build client relationships
Find Out More
Paraplanners Assembly x Aegon Tax shorts Tax and trusts
Paraplanners Assembly x Aegon Tax shorts
Find Out More
It's time we changed News
It's time we changed
Find Out More
More on estate planning processes and procedures Tax and trusts
More on estate planning processes and procedures
Find Out More
Lessons from Powwow participants Personal development
Lessons from Powwow participants
Find Out More
Personal development
"Soft skills are as much the domain of paraplanners as they are of any other role".
Find Out More
Link pack from 2019's national paraplanners Powwow News
Link pack from 2019's national paraplanners Powwow
Find Out More
Talking cashflow and due diligence at Powwow North of the Border Research
Talking cashflow and due diligence at Powwow North of the Border
Find Out More
2018's Powwow in pictures... News
2018's Powwow in pictures...
Find Out More
More on building and managing paraplanners teams Team management
More on building and managing paraplanners teams
Find Out More
Paraplanner Pathway Personal development
Paraplanner Pathway
Find Out More
All the talk and tips from Powwow North of the Border Reports
All the talk and tips from Powwow North of the Border
Find Out More
Yesterday’s Powwow in pictures… News
Yesterday’s Powwow in pictures…
Find Out More
Yesterday's Powwow in pictures... News
Yesterday's Powwow in pictures...
Find Out More
It’s time for a post-report writing Howwow round up Reports
It’s time for a post-report writing Howwow round up
Find Out More
Case studies by paraplanners for paraplanners: Getting the best client outcome Financial planning
Case studies by paraplanners for paraplanners: Getting the best client outcome
Find Out More
Paraplanners Powwow 2017 host, Caroline Stuart, talks about her new role Paraplanner stories
Paraplanners Powwow 2017 host, Caroline Stuart, talks about her new role
Find Out More
The beginners guide to Howwow online Personal development
The beginners guide to Howwow online
Find Out More
Let’s get this Powwow party started News
Let’s get this Powwow party started
Find Out More
What I learnt from Powwow South West Personal development
What I learnt from Powwow South West
Find Out More
Book now for the first ever Powwow South West News
Book now for the first ever Powwow South West
Find Out More
Could this be the last national Paraplanners Powwow? News
Could this be the last national Paraplanners Powwow?
Find Out More
FCA’s Rory Percival to take national Powwow bow News
FCA’s Rory Percival to take national Powwow bow
Find Out More
After the howwows, what’s next for paraplanning standards? Personal development
After the howwows, what’s next for paraplanning standards?
Find Out More
Introducing the Big Tent News
Introducing the Big Tent
Find Out More
Watch the replay of the paraplanning standards Howwow Personal development
Watch the replay of the paraplanning standards Howwow
Find Out More
Last week’s Powwow in pictures News
Last week’s Powwow in pictures
Find Out More
Look! It's the BIG Powwow 2015 picture! News
Look! It's the BIG Powwow 2015 picture!
Find Out More
10 September 2015. Well, dagnabbit, it’s a date! News
10 September 2015. Well, dagnabbit, it’s a date!
Find Out More
Here’s what was shared at Powwow North of the Border, Dundee Reports
Here’s what was shared at Powwow North of the Border, Dundee
Find Out More
Last week’s Powwows in pictures: North of the Border and In The Middle News
Last week’s Powwows in pictures: North of the Border and In The Middle
Find Out More
Howwows, big tents and grow-your-own Powwows Volunteer
Howwows, big tents and grow-your-own Powwows
Find Out More
BBC Five Live’s Jennie Gow courts controversy to clinch Powwow Troll Picture prize News
BBC Five Live’s Jennie Gow courts controversy to clinch Powwow Troll Picture prize
Find Out More
Clock this picture of the Powwow Troll (and Lewis Hamilton) News
Clock this picture of the Powwow Troll (and Lewis Hamilton)
Find Out More
My Powwow: In which Mike Dyke attends the Powwow and wins a box of chocolates Paraplanner stories
My Powwow: In which Mike Dyke attends the Powwow and wins a box of chocolates
Find Out More
Powwow 2014 in pictures News
Powwow 2014 in pictures
Find Out More
Say 'cheese'! It's the Powwow 2014 portrait News
Say 'cheese'! It's the Powwow 2014 portrait
Find Out More
Under the Canvas: the truth aboutputting the wow into Powwow Paraplanner stories
Under the Canvas: the truth aboutputting the wow into Powwow
Find Out More
Powwow Up North: By 'eck, it were brilliant! News
Powwow Up North: By 'eck, it were brilliant!
Find Out More
Powwow Up North in pictures News
Powwow Up North in pictures
Find Out More
How to start your own Powwow: Part Two Volunteer
How to start your own Powwow: Part Two
Find Out More
How to start your own Powwow: Part One Volunteer
How to start your own Powwow: Part One
Find Out More
A historic portrait of Powwow pioneers News
A historic portrait of Powwow pioneers
Find Out More
Paraplanners launch regional Powwow with 'Up North' event News
Paraplanners launch regional Powwow with 'Up North' event
Find Out More
Powwow crowdsources teepee tunes with its #PowwowPlaylist News
Powwow crowdsources teepee tunes with its #PowwowPlaylist
Find Out More
Powwow topics and schedule announced News
Powwow topics and schedule announced
Find Out More
What's cooking at the Powwow? News
What's cooking at the Powwow?
Find Out More
It's official: Mark Polson is a Guru News
It's official: Mark Polson is a Guru
Find Out More
Powwow opens up event's agenda to participants News
Powwow opens up event's agenda to participants
Find Out More
Powwow opens up event's agenda to participants News
Powwow opens up event's agenda to participants
Find Out More
I came, I saw, I conferred News
I came, I saw, I conferred
Find Out More
First ever Paraplanners Powwow announced News
First ever Paraplanners Powwow announced
Find Out More
See all Resources