Working out what to do with your client’s wealth after their death is all part of a paraplanner's life.But settling on the best strategy can be complex – especially when missing a vital detail can have costly consequences.So what can you do about it?Stay up to date with the latest thinking, that’s what.Which is why Neil Macleod, senior technical manager at M&G Wealth, joined us to explore death and trusts and paraplanning.During this lunch-hour Assembly, Neil covered:the types of trusts that can be created upon a person's deathhow to spot different trust structures and what this meansthe income tax and capital gains tax treatment of trustee investmentsstrategies for selecting appropriate investments for specific trustspractical approaches to providing investment advice to trusteesWhat will I learn from this online Assembly?By the end of this Assembly, you'll be able to:identify the types of trusts which can be created on a person's deathdescribe the income tax and CGT treatment of trustee investmentsidentify appropriate investments for a particular trustNo matter how complex the cases you deal with, this is a great chance to tune in to Neil’s expertise, and get up to speed on death and trusts.Useful linksWant a record for your CPD PLUS Neil’s slides? Then follow this link: 'Death. Trusts. And paraplanners.' event page at M&G WealthFor M&G Wealth's Technical Hub visit: Technical Hub Hosted on Acast. See acast.com/privacy for more information.

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