Advanced Trusts Course

This 2-day advanced course is for practitioners who require a more in-depth knowledge of trusts, the law that underpins them, their uses and pitfalls.

The course will assume a working knowledge of the normal will and lifetime trusts that most estate planners use daily and build on that.*

Importantly the course will focus on what happens when a trust comes into force, including taxation, trust registration and trustees’ liabilities.

Please note this is not a “how to sell trusts” course, and its focus is instead on the technical aspects of trusts arising after death or on set up for lifetime settlements.

Dates for 2024:

19th & 20th February – FULLY BOOKED

2nd & 3rd July – FULLY BOOKED

17th & 18th September

3rd & 4th December

Venue:  College of Will Writing, Lincoln

Tutor:   Nick Ash TEP FSWW

Costs:

£250 SWW Member rate

£350 Non-SWW Member rate

*You need to have some knowledge of trusts before attending this course.