The Role of Trusts in Wealth Preservation and Succession Planning
This webinar forms part of the 2025 Trusts Series.
Description
This webinar will focus on identifying and preparing future trustees, ensuring smooth transitions, and understanding legal considerations in succession planning. Attendees will gain insights into the evolving role of trustees and key qualities needed for effective succession.
This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker.
Delegates places are interchangeable with colleagues from the same organisation.
Content
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Identifying future trustees: key qualities and skills
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Ensuring seamless transition in trustee roles
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Legal considerations in trustee succession planning
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Preparing the next generation for trustee responsibilities
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Adapting to the changing role of trustees in the future
Presenter
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Simon Denton Managing Director at Sovereign (UK) Limited |
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Simon has 30 years’ experience and expertise in the international private client tax planning, trustee, corporate services, fiduciary, pension trustee and the market entry industry. His career started with The Consult Group in the Principality of Andorra. Thereafter he relocated to Gibraltar to ultimately commence a career with the Sovereign Group. Simon became the MD of Sovereign Trust in Gibraltar, HQ of their global Group where he served two terms as Chairman of the Association of Trust & Company Managers and was a member of the Gibraltar Government Financial Sector Legislation Committee. Simon was previously a Director of the Sovereign Group and Chairperson of the UK Chapter of The Offshore Institute. He is currently the Vice President of the Royal Society of Fellows, is a member of the Institute of Management and is the Founder and Chairman of the International Professionals Association Ltd. He is a regular lecturer and speaker at tax planning and financial services conventions around the world. |