Do you have clients that have set up trust arrangements, including spousal bypass trusts? If so, watch our new webinar to hear about the potential advice opportunities from reviewing trust arrangements.
Do you have clients that have set up trust arrangements, including spousal bypass trusts? If so, watch our new webinar to hear about the potential advice opportunities from reviewing trust arrangements. Martin Haggart, Aegon's Technical Manager for Pensions, discusses:
- 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, looks at:
- the calculation of 10 year charges and exit charges for a range of trusts; and
- the reporting requirements involved for trustees.
Watch the webinar
The session can qualify for 30 minutes of unstructured CPD, subject to verification.
Aegon UK offers retirement, workplace savings and protection solutions to around 2,000,000 customers, and employs approximately 2,100 staff. Revenue generating investments totalled £59 billion as at 31 December 2014.
As an international life insurance, pensions and asset management company, Aegon has businesses in over 25 markets in the Americas, Europe and Asia.
Aegon are the only multi-channel platform provider in the UK, servicing the workplace, advised and direct markets.
With award-winning digital retirement services, Aegon was named one of the 30 most innovative companies in the UK in the Market Gravity Innovation Insider Index 2015.
Visit www.aegon.co.uk/advisers for more information.