FPI offers IHT and trust seminars online

clock

Advisers can now tap into Friends Provident International's (FPI) latest series of six online seminars designed to educate and support advisers on the subjects of inheritance tax and trusts.

FPI says these seminars are aimed at UK-based advisers who have, or are looking to work with, UK-domiciled clients interested in the benefits of offshore bonds. The seminars will cover IHT planning options, an explanation of different trust structures and their IHT treatment, and the benefits of using FPI's own Succession Planning Bond. A further module examines the structure and advantages of the Capital Access Trust, explaining when advisers might consider using it. FPI suggests this trust may be suitable for clients who want to do some IHT planning but still require access to capit...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Offshore Investment

New awards will celebrate excellence in Channel Islands financial services

Entries now open - deadline for submissions 8 June 2016

Professional Adviser
clock 17 March 2016 • 1 min read

Who won at the International Fund & Product Awards 2015?

Canada Life International, Schroders, and Old Mutual International among winners

Professional Adviser
clock 08 October 2015 •

Revealed: Winners of the 2015 Fund Services Awards

Firms offering services to asset managers honored at gala dinner

Professional Adviser
clock 08 October 2015 •