Actions and Detail Panel
Trustee Responsibilities, Trust Law & Adding Value Breakfast
Wed 7 June 2017, 08:00 – 11:00 BST
This short breakfast seminar (with Accredited CPD) aims to provide an insightful recap on a Trustees Responsibilities, what modern trust law looks like, how to make the right investment decisions and how you can add value to your practice by looking at new ways of engaging with trust clients.
To help us answer all of these questions we have a panel of experts. The panel is made up of:
Nick Middlehurst - Managing Director of Heritage Financial Solutions Ltd, an established IFA specialising in trust investments in the North West.
John Willis - Portfolio Manager for Quilters Cheviot with a history dating back to 1771, Quilters have a wealth of experiencing managing trust assets.
Kathy Russell - Trust expert at Canada Life, a large life assurance provider with history of providing world class trusts.
A reminder from the ICAEW regarding Trustee Responsibilities:
Members are reminded of the fundamental principle of professional competence and due care 4. A continuing duty exists to maintain professional knowledge and skill at the level required to ensure that a client or employer receives competent professional service based on current developments in practice, legislation and techniques. There is also a duty to act diligently and in accordance with applicable technical and professional standards when providing professional services.