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Do you have clients that have set up trust arrangements, including spousal bypass trusts? If so, join our latest webinar to hear about the potential advice opportunities from reviewing trust arrangements. Martin Haggart, Aegon’s Technical Manager for Pensions, will discuss:

  • the reality of using spousal bypass trusts for pension death benefits; and
  • why it may be appropriate to make alternative arrangements and take you through the practicalities involved.

As it’s 10 years since the IHT treatment of certain types of trusts changed, Elaine Cruickshank, Aegon’s Tax and Trust Technical Manager, will look at:

  • the calculation of 10 year charges and exit charges for a range of trusts; and
  • the reporting requirements involved for trustees.

Date – Thursday 10 November

Time – 10:00am

Duration – 30 minutes

There will be time for a Q&A at the end. The session can qualify for 30 minutes of structured or unstructured CPD, subject to verification, and we’ll send a certificate to participants after the session.

Kind regards,

Aegon