Brodies Personal & Family Academy is open to professionals from graduate-level up to eight years’ experience involved in advising individuals on their financial affairs including private wealth advisers, accountants and private bankers.

Delivered by Brodies’ top-ranked Personal and Family team, our sessions give enthusiastic professionals, who are involved in advising individuals on their financial affairs, the opportunity to extend their depth of knowledge, breadth of skills, and range of contacts, from the very start of their careers.

In attending this webinar you will gain:

  • knowledge and understanding of what a trust is, trust structures available, consider creation of a trust, parties to a trust and purposes of a trust;
  • a better understanding of the general tax treatment of trusts and where special reliefs or exemptions may be available; and
  • an overview of the importance and use of the discretionary trust and the liferent trust and the office of trustee.

These training sessions are designed to ensure that all Chartered Institute for Securities & Investment (CISI) members are able to record their attendance as Continuing Professional Development (CPD) helping them achieve their mandatory CPD requirements.

*This event is free. Please add to your basket and complete the checkout process to register.


Morven White

Senior Solicitor

Ashley Canning

Senior Solicitor

Kirstin Templeton

Senior Solicitor