Trusts and Life Assurance 101

[@julietta610]

I am finding this so helpful brilliantly explained- thank you Paul

[@mrvincefox]

Thanks. Great video

[@saibyalphonse5901]

Thank you for the detailed explanation!

[@selfdevelopwithamandamar4252]

very useful information. thanks

[@MrAshirash]

Hi Paul, very helpful and informative video! But would you be able to explain on different disbursement methods of assets to beneficiaries?

[@MrAshirash]

Understand there would be a 10year periodic charge & exit charge on the trust assets, any insights on that?

[@PaulArcher]

@@MrAshirash Hi Ashir, I would say your follow up questions deserve the time of a trusts lawyer or other expert

[@anetam486]

This video is just what I need now!!! Very, very helpful Paul. Thank you

[@PaulArcher]

My pleasure, glad to help

[@teddyfox8832]

Very useful 👌

[@janhbc]

Brilliant video. Paul, I love your teaching and wish you were teaching the RO5 as a course. You make tough subjects seem easy. Thank you!

[@PaulArcher]

Hi Jan, why thank you :-) and I do teach R05 for the PFS Regions - Hampshire and Surrey

[@janhbc]

@@PaulArcher what a shame I’m in Lincoln. I failed RO5 by one question and struggled with chapter 5 and 8 as I only really do non advised life cover, IP and PMI

[@janhbc]

@@PaulArcher Typical, as I'm in Lincoln lol. Do you have an online course?

[@PaulArcher]

@@janhbc The courses are all online. Classroom training is soooo 2000s

[@janhbc]

@@PaulArcher So how do I access RO5 training?

[@tanyasingh4281]

Hi could you please make video on Collective Investment?

[@PaulArcher]

Of course Tanya - I'll put some on for you

[@tees_corner]

Hi there... 1)Are bare trusts better than discretionary trusts for a level term life insurance policy. 2) Is it necessary to have the trust put into a company and if so what type?

[@NH-gv2sq]

Can the trustee be the person who inherits the life policy?

[@PaulArcher]

Yes but you ought to have others as well as well as you

[@heneedsomemeeelk]

Thank you so much! Wonderful video - I am studying for me RO exams and I find this helpful