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	The Society of Will Writers
	Willpack

Residential Course

SWWEPP Practitioners Course 3 day duration

SWWEPP – Society of Will Writers Estate Planning Practitioner.

This is the most advanced course available to Will Writers and only practitioners who have a minimum standard of relevant education and experience may apply for this course.

The course is designed exclusively around the use and understanding of trusts. The course also concentrates on the taxation of estates both whilst alive and the use of lifetime settlements and post death will trusts and the costs involved in running these trusts and whose liability for payment of taxes etc.

There are practical examples and work to help in the use and understanding of the many Will trusts which exist today and despite intervention from the CTO still work to mitigate IHT and other taxes.

The examination is taken at the end of the course and is of two hour duration and a minimum of two case studies undertaken during the course will count towards your final mark.

Once successfully completing this intensive course you will be able to call your self an Estate Planning Practitioner and as a member of the Society use the designatory letters SWWEPP.

For further details, cost and availability please email or telephone 01522 687888.

This course is held only 3 -5 times each year and only at Lincoln.

DAY 1

09.15 – 9.25	Introductions, House Rules, and an overview of the course and its objectives.
09.25 – 10.45	Session 1	History of trusts
	Session 2	Creation of Trusts
	Session 3	Types of trust
	Session 4	Charitable Trusts
	Session 5	Secret Trusts
10.45 - 11.00	Coffee
11.00 – 12.30	Session 6	Powers of trustees (including STEP Provisions)
	Session 7	Duties of trustees
	Session 8	Appointment, removal and retirement of trustees
	Session 9	Powers of appointment
12.30 – 13.30	Lunch
13.30 - 15.00	Session 10	Case Study & Review
15.00 – 15.15	Tea
15.15 – 17.00	Session 11	Investment
	Session 12	Life Insurance
	Session 13	Q & A Revision of the day’s work

Evening Assignment

DAY 2

09.00 – 10.45	Session 14	Taxation of trusts
	Session 15	Inheritance Tax
	Session 16	Income Tax
	Session 17	Capital Gains tax
10.45 - 11.00	Coffee
11.00 – 12.30	Session 18	Foreign Estate and Trusts
	Session 19	Lifetime gifting
	Session 20	Inheritance Act claims
	Session 21	The family home, Trustee Delegation Act 1999
12.30 – 13.30	Lunch
13.30 - 15.00	Session 22	Case Study & Review
15.00 – 15.15	Tea
15.15 – 17.00	Session 23	Powers of trustees (including STEP Provisions)(cont)
	Session 24	ditto
	Session 25	Q & A Revision of the day’s work

Evening Assignment

DAY 3

09.00 – 10.45	Session 26	The Elderly Client, Community Care Act 1990
09.00 – 10.45	Session 27	CRAGG and preservation of assets
10.45 - 11.00	Coffee
11.00 – 12.30	Session 28	Mental capacity, fraud and undue influence
11.00 – 12.30	Session 29	Gifts with reservation and POAT
12.30 – 13.30	Lunch
	Session 30	Civil Partnerships
13.30 - 15.00	Final Examination
15.00 – 15.15	Tea
15.15 – 16.30	Review of Course
16.30?		Departure.