Estate Planning for Business Clients

2 Days
10 Hours CPD


Chancery House, Whisby Way, Lincoln, LN6 9UZ   View map

New Tutor:

Robert Newman – Managing Director, Carter Collins & Myer 

Rob’s been an accountant for almost twenty years.

During that time he has helped both private individuals and business clients to achieve their goals through straight forward, proactive and practical advice, given on a fixed fee basis, with a value for money principle. His mission is to add value to his clients’ business and personal affairs.

At various times he’s also been a chef, soldier, civil servant, bodybuilder, corporate warrior, retailer, part trained physiotherapist and life adviser. He’s started and run several business and he’s made and lost a lot of money!

Today, He and Carter, Collins & Myer Limited offer clients a tailored and personal service and strive to exceed their needs. The highly experienced Carter, Collins & Myer Limited team seeks first to understand the unique business pressures facing each of our clients before creating commercial and workable solutions to those complex challenges.


Small and medium size businesses make up the backbone of the UK.

Don’t miss out on this career defining opportunity!

Did you know that at the start of 2017, there were an estimated 5.2 million UK private sector businesses, employing roughly 25.2 million people and that they had a combined annual turnover of £3,500 billion!

Almost all of these businesses – 99.2% – were small and 100% of these small businesses need your help!

With an aging population, business succession planning has never been more critical and as professional Will Writers you are ideally placed to help your clients protect their most valuable asset.

Join us for the fast paced practical course which will show you tactics and techniques to ensure that:

  • Your know how to generate new fees from introducing your clients to specialists in tax planners
  • You know how to create repeat revenue from regularly reviewing your clients plans
  • You understand how to turn the ideas from this course in to actionable revenue generating opportunities
  • You learn how to become your clients most trusted advisor, central to all of the other professional relationships

Small business just don’t think about this stuff being too busy with day to day firefighting .

They haven’t looked at what happens if they can’t look after their affairs – now you can show them the way with the tools you’ll have from this course.

Join us to learn how to tap in to this huge market, how to grow your practice and how to create sustainable repeat revenue whilst doing the very best for your clients.


No dates available




“Rob the Tutor was excellent. I now feel that I have the knowledge to go forward and formulate a plan as to how we are going to take this forward and how we role it out to other of our Consultants.” – AG


*Source of statistics Federation of Small Businesses


The primary aims of the College are to secure proper public recognition of the professional status of the Will Writing practitioners and to raise and maintain the standards of knowledge, understanding and competence within the profession. The College regards these aims as mutually inclusive and recognises the diversity of entrants into the profession, the wide range of vocational needs, and the nature and degree of support that is obtained from the organisation of which one is associated.

Contact Us

Email: [email protected]

Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way