WillSuite: Lifetime Trust Training – The Asset Allocation Trust

4th April 2022 at 10:00 am - Online

Legal tech is helping to transform businesses. During this session we will share how TrustSuite’s lifetime trust (The Asset Allocation Trust) enables you to speed up the access to lifetime trusts and to bring down the cost. This is run by our solicitors who will run through how the trust works, the tax position and how to submit your instructions. The TrustSuite team will also run through how to come onboard and start submitting instructions.