Join Steve Sayer, Technical Sales Manager, when he will consider the role of the Personal Representative on winding up an estate, focusing on the taxation of investment bonds post death and look in detail at Disclaimers and Variations, including planning opportunities.

Steve will be joined for a Q&A session by Marc Acheson, Global Wealth Specialist, Simon Martin, Head of UK Technical Services and John Albon, Taxation and Trusts Specialist.

The Role of the Personal Representative