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Trusts

TECHCELLENCE: Understanding trusts

 

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Support materials

The subject of trusts is often considered a complex one, so we are providing you with support to try and help make more sense of it. This video looks at what a trust is and the main reasons for creating a trust.

After you've watched our video, take our short test and receive your self-certification document for your training records.

Using a corporate trustee

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This video looks at the benefits of having a trustee and at using a professional trustee.

After you've watched our video, take our short test and receive your self-certification document for your training records.

Loan trust

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This video considers how a loan trust is constructed, its inheritance tax efficiency and the type of client it might suit.

After you've watched our video, take our short test and receive your self-certification document for your training records.

Discounted gift trust

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This video considers how a Discounted Gift Trust is constructed, its inheritance tax efficiency and the type of client it might suit.

After you've watched our video, take our short test and receive your self-certification document for your training records.

Old Mutual International home of the technical experts

Spotlight on our presenters

Rachael Griffin - Head of Product Law

Rachael provides tax and technical guidance for the development and maintenance of our financial planning solutions to the UK, expatriate and international investors. This incorporates a product and trust range which covers markets as diverse as the UK, Middle East, Far East, Latin America and South Africa... Read more

David Denton - Technical Sales Manager

David works with financial advisers, their introducers and clients all over the world, specialising in taxation, trusts and pensions. With several decades of practical international experience... Read more



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