This seminar aimed to show how investment trusts could be used in financial planning, as well as illustrate the features, benefits and risks of investment trusts that are most relevant to planners and their clients.

The event at De Vere Tortworth Court Hotel was hosted by Nick Britton, Head of Intermediary Communications at the AIC. The presenters were Jacqueline Lockie of CISI, Marcus Phayre-Mudge of TR Property Investment Trust, James Burns of Smith & Williamson and Mike Barrett of the lang cat.

• Nick Britton, AIC (Introduction)
• Jacqueline Lockie, CISI
• Marcus Phayre-Mudge, TR Property Investment Trust
• James Burns, Smith & Williamson
• Mike Barrett, the lang cat