Lunch and Learn: Life Interest Trusts session 1 – an introduction and overview

Event details

Date: 11th April 2022
Time: 1 - 2pm
Venue: Online via Zoom
Who should attend: All those involved in legacies

This event has already happened.

Please join Foot Anstey for their new series of virtual lunch and learn sessions on Life Interest Trusts. 

The team will explore:

    • What is (and is not) a life interest trust
    • Circumstances in which life interest trusts may be created:
      • Properties and investments
      • Life interests v tenancies
    • Essential Considerations for protecting the trustees and charity remainderman:
      • Liability, costs and income
      • Registration
      • Timing and determination

This will be an interactive session using the Q&A function. Attendees are encouraged to bring their own lunch and take a break from their normal day to join what is hoped to be a lively discussion!