{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63d6635d45284700118ac9cf/6697bae059e64afc1b11d8da?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Death. Trusts. And paraplanners.","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/63d6635d45284700118ac9cf/1721220038777-0348d00917102c8304ba158e0be0a6aa.jpeg?height=200","description":"<p>Working out what to do with your client’s wealth after their death is all part of a paraplanner's life.</p><p>But settling on the best strategy can be complex – especially when missing a vital detail can have costly consequences.</p><h5>So what can you do about it?</h5><p>Stay up to date with the latest thinking, that’s what.</p><p>Which is why Neil Macleod, senior technical manager at <a href=\"https://www.mandg.com/wealth\" rel=\"noopener noreferrer\" target=\"_blank\">M&amp;G Wealth</a>, joined us to explore death and trusts and paraplanning.</p><p>During this lunch-hour Assembly, Neil covered:</p><ul><li>the types of trusts that can be created upon a person's death</li><li>how to spot different trust structures and what this means</li><li>the income tax and capital gains tax treatment of trustee investments</li><li>strategies for selecting appropriate investments for specific trusts</li><li>practical approaches to providing investment advice to trustees</li></ul><h5>What will I learn from this online Assembly?</h5><p>By the end of this Assembly, you'll be able to:</p><ul><li>identify the types of trusts which can be created on a person's death</li><li>describe the income tax and CGT treatment of trustee investments</li><li>identify appropriate investments for a particular trust</li></ul><p>No 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.</p><p><br></p><h5>Useful links</h5><p>Want a record for your CPD PLUS Neil’s slides? Then follow this link: <a href=\"https://bit.ly/3WafPGj\" rel=\"noopener noreferrer\" target=\"_blank\">'Death. Trusts. And paraplanners.'</a> event page at M&amp;G Wealth</p><p>For M&amp;G Wealth's Technical Hub visit: <a href=\"https://www.mandg.com/wealth/platform/why-mandg-wealth/technical-hub\" rel=\"noopener noreferrer\" target=\"_blank\">Technical Hub</a></p><p><br></p>","author_name":"Paraplanners' Assembly"}