Trusts webinar: helping clients achieve their financial goals

Join us live with Julia Peake, Technical Manager, who'll explore how trusts can become a cornerstone of your client advice toolkit.

Trusts can be a powerful way to help clients take control of their financial future. Start the new year with fresh insights to help your clients achieve their goals. We're kicking off 2025 with an engaging CPD-accredited webinar from our Illuminate Live Programme.

Date: Thursday 16 January
Time: 10am - 11:15am


What Julia will cover on the webinar:

  • How trusts can be used to enhance your client’s holistic financial plan
  • The main types of trusts, their taxation and suitability
  • Why estate planning is now more important than ever
  • An overview of the Trust Registration Service (TRS) and our responsibilities.

Make 2025 the year you elevate your advice and deliver even more for your clients. Individuals participating in this event can claim one hour and 15 minutes of CPD towards the CII CPD scheme.

 

Register now

Introducing our speaker

Julia Peake, Technical Manager

Julia is a member of the of the Technical Support Unit headed up by our Technical Director Andrew Tully. While she will look to cover a wide range of technical subjects, she specialises in the tax, trust and estate planning arena.   

Julia was a technical specialist in the tax trust and estate planning team at Canada Life prior to joining Nucleus. Before that, she has held many roles throughout her 20-year financial services career, working with providers, wealth planners and national advisory networks in the pension, tax, trust, and estate planning markets.   

Julia writes articles and factsheets for both internal and external audiences, assists with technical queries and helps to develop internal expertise through training. Her main role is working with the distribution teams to deliver presentations on a range of technical subjects both at a regional and national basis, to our clients in in the intermediary marketplace.