DUE TO HIGH DEMAND WE ARE OFFERING THIS EVENT A SECOND TIME AT A NEW LOCATION...

The big question to ask yourself is - should I keep my Trust with the pending law changes?

Now is the time for trustees to assess whether the way they currently manage their Trust will be satisfactory or if they need to change? For some trustees the increased duties will create a burden that isn’t worth the benefit of having assets in a Trust. If this is the case, then these trustees will need to look to wind up the trust by the end of the year. In order to help you decide whether you need to lift your game as a trustee or ditch the Trust all together, we have put together a panel of experts to answer your questions:

Tim Fairbrother from RIVAL Wealth - Authorised Financial Adviser & Certified Financial Planner - will discuss why Trusts have been so popular historically

James Wilkinson from Gibson Sheat - Trust Law specialist - how the requirements of the Act have changed the obligations on Trustees.

Simon Moor from RIVAL Accounting - Chartered Accountant - Tax rates, proposed inheritance Tax and other entity structures if Trusts are no longer appropriate.