Stephens Scown’s Private Wealth team invites you to join us for an insightful seminar exploring how trusts can help families protect wealth, plan for the future and navigate increasingly complex personal, financial and legal considerations.

As advisers support clients through a changing tax, legal and economic landscape, effective wealth planning requires more than a focus on assets alone. It involves balancing succession, family dynamics, risk management  and the preservation of wealth across generations.

Bringing together specialists from our Private Wealth team, we will explore:
• How trusts are being used in succession planning and the intergenerational wealth transfer.
• What happens when disputes arise between beneficiaries and trustees.
• When and how trusts can be varied by a divorce court.
• How trust interests are factored in as a resource in a divorce.
• Obligations of trustees when a beneficiary gets divorced.
• Practical steps to help future-proof relationships with children and grandchildren.

Designed for accountants, financial planners, IFAs and other trusted advisers, this seminar will provide practical insights to support client conversations and identify potential planning opportunities. There will also be the opportunity to connect with fellow professionals.

Date: Wednesday 25 November
Venue: Stephens Scown, Curzon House, Southernhay West, Exeter, EX1 1RS
Time: 4.30pm – 6.30pm

Date: Tuesday 1 December
Venue: Stephens Scown, Portland House, Deane Gate Avenue, Taunton TA1 2UH
Time: 4.30pm – 6.30pm

Date: Thursday 3 December
Venue: Stephens Scown, Osprey House, Malpas Road, Truro, TR1 1UT
Time: 4.30pm – 6.30pm

Stephens Scown is committed to creating an inclusive environment for people with disabilities. If you need something that will help you to participate fully in this event please do let us know.

Please let the Events team know of any dietary requirements.