One of the most exciting yet avoided financial planning subjects is trusts. Will trusts, simple trusts , family trusts, life assurance trusts and pension trust; just to mention a few, all play an extraordinary part in the financial planning process. In short, trusts are crucial to the success of even the most basic financial plan.

Here is the seminar of enlightenment. Here is the light on your perceived dark subject.

Terence O’Halloran’s much acclaimed Trust Seminar was delivered far and wide to audiences in the United Kingdom and as far away as India and Malaya. The focus on simplicity and the way trusts work is paramount to understanding what is a complex subject combined with easy to apply enacting clauses. Understanding the relative positions of beneficiary, trustee, settlor and the application of those terms helps enormously.

This two part DVD is a very entertaining, practical, overview of Trusts and is a great precursor to the book or audio formats in Trusts –a Practical Guide which broaden the topic further from this DVD seminar presentation.

There is one disk covering the BASICS and then broadening the scope to ADVANCED trust usage. The ability, your ability, to understand and use trusts is crucial to your client’s long term financial planning success. This DVD will reassure you that rather than being a topic to fear TRUSTS are there to be understood and enhance what you do. This seminar is all about you using this versatile and useful subject matter to enhance the service that you give. Watch and be amazed at what you can do.