Spousal by-pass trusts

Recorded on: 23/03/2022


Aim:

To remind practitioners of the pros and cons of using spousal by-pass trusts and to consider their implications for clients

Outcome:

Practitioners will be confident in explaining the workings of spousal by-pass trusts to clients for them to choose how their pension benefits are dealt with

Agenda:

  • Death benefits under registered pension plans
  • What is a spousal bypass trust?
  • Flexi-access draw down v. by-pass trust
  • The ground rules
  • Tax aspects and implications

Price


Members:  £115.00

Non members:  £159.00

Sole practitioner:  £80.00

All prices ex-VAT

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01904 653 550 webinars@legalfutures.co.uk
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