Whether you’re comparing different trust arrangements for clients with estate and/or succession planning objectives, or studying towards a trusts‑related exam, Utmost has recently updated its Top Trusts Comparison Tool – a very handy resource for paraplanners.
Trust arrangements can be notoriously complex, in an exam or in a real life client scenario. Utmost Wealth, who have supported Professional Paraplanner’s Future Adviser initiative, have lots of resources on the website to help paraplanners get into the technical details.
Their recent update to their Top Trust Comparison Tool is a great way of seeing two different trust arrangements side by side and offers a more visual experience for those wanting to have a better understanding of the high level details of trusts.
You can access Utmost’s Top Trusts Comparison Tool here: Compare Trusts – Utmost International
Main image: trusts, markus-winkler-ZYFjjsmWklg-unsplash
