Joe Parker
The Strategic Role of Trusts
Timeline
16.06.2026
Understand NRBs and key IHT exemptions and reliefs
60 minutes
Explain how trusts support financial and estate planning
Assess trust‑based mitigation strategies and why sequencing matters
Distributed by:
JP

Issued to

Joe Parker

Want to report a typo or a mistake?

Credential Verification

Issue date: June 19, 2026

ID: 8f1822af-884e-4d80-a60d-86d3b517ace2

Timeline logo

Issued by

Timeline

Verified

Timeline's best-in-class planning technology and portfolio management enables you to deliver exceptional value to your clients - on your terms!

Type

Webinar

Level

Professional

Format

Online

Duration

60 minutes

Price

Free

Description

With the Nil Rate Band (NRB) unchanged since 2009 and pensions falling into the taxable estate from April 2027, trusts will become an even more important part of long‑term planning. This session with Tony Davies, Technical Engagement consultant from Aberdeen, helps you understand the key structures and how they can support effective inheritance tax (IHT) strategies for your clients.