Trusts school
June 11 - July 16, 2026
Why join these sessions
Develop your expertise across the full trust landscape, with sessions designed to enhance your understanding of structures, taxation and real-world applications.
Each session can be attended on its own, but together they provide a well-rounded learning experience – making this a fantastic opportunity to gain a broader, more complete view of trusts in practice.
You'll find an overview of the six sessions below, or click here for more details on each, including the Learning Objectives.
Dates and topics
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Dates and timings
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Topics
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Thursday 11 June
1pm-2pm
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Lesson 1: Trusts Unpacked: Understanding the fundamentals |
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Thursday 18 June
10am-11.30am
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Lesson 2: Taxation of Trusts |
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Thursday 25 June
1pm-2pm
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Lesson 3: Understanding Trust Types: Structure, Purpose and Pitfalls |
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Thursday 2 July
1pm-2pm
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Lesson 4: Insurance Company Trusts in IHT Planning |
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Thursday 9 July
1pm-2pm
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Lesson 5: Investing as a Trustee: Powers, Duties and Risk |
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Thursday 16 July
10am-11.30am
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Lesson 6: IHT Top Trumps: Assessing IHT mitigation strategies
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Our speaker

Neil Macleod
Senior Technical Manager, M&G
Neil is a Chartered Financial Planner and has worked in financial services for over 20 years. Before joining M&G, Neil worked in various roles within a banking and IFA environment – providing financial advice to individuals as well as support for advisers in paraplanning and compliance roles. Neil joined the Technical Team in 2016 and provides support around tax, trusts and pensions.
"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.