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Skandia offers free guide to the workings of trusts

Skandia Life is offering a guide to trusts aimed at inf-orming IFAs how the plans can be used when planning a client&#39s future.

The company says the guide is in response to IFAs&#39 calls for more information about onshore and offshore trusts. It includes sections about subsidiary Royal Skandia&#39s offshore trusts and its UK-based trusts.

The guide is going out to Skandia&#39s regional offices and will be distributed free to IFAs.

The guide is split into sections dealing with flexible trusts, business insurance trusts, fixed trusts and retained interest trusts. It specifically deals with Skandia trusts but there is also an information section which offers IFAs generic details about trusts.

There is an explanation of the role of a trust and its beneficiaries and questions are answered about how longa trust lasts and whether asettlor can terminate a trust.

Marketing technical manager Paul Thompson says: “We have produced the guide in response to IFAs calling for information on trusts. It includes sections on flex-ible trusts and retained-interest trusts which are often used by IFAs.

It is an easy to use informative publication, putting all the information which IFAs need in one place.”


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