As we enter a new year, many clients are taking stock of their financial affairs by reviewing existing structures, reassessing long-term plans, and seeking clarity around how best to protect and pass on wealth. Trusts are frequently central to these conversations, yet they remain one of the most complex and least well-understood areas of planning.
With ongoing legislative change, evolving tax considerations, and increasing client scrutiny, advisers are under growing pressure to demonstrate a clear, practical understanding of how trusts work, when they are appropriate, and where potential risks lie.
With this in mind, we are pleased to invite you to our upcoming webinar, ‘Trusts in Practice’ hosted by Michael Budden
You can expect to gain:
Insight into the most commonly used trust structures and their practical applications
Guidance on how to approach client conversations around trusts with confidence
Real-world examples highlighting effective planning and common pitfalls
Greater awareness of risks, responsibilities, and compliance considerations
This content is for financial professionals only. Investor's capital may be at risk. Past performance is no guarantee of future returns. Tax benefits are subject to change and depend on the individual's circumstances. Seek financial advice. The information above is meant for illustrative purposes only and should not be read as advice.
Don't invest unless you're prepared to lose all the money you invest. This is a high-risk investment, and you are unlikely to be protected if something goes wrong. Take two mins to learn more: praeturainvestments.com/risk-summary
PXN Investments is the trading name of Praetura Ventures Limited which is authorised and regulated by the Financial Conduct Authority, FRN 817345. Registered office address: Level 8, Bauhaus, 27 Quay St, Manchester. M3 3GY. Registered as a private limited company in England and Wales No.11439791.
