The aim of the course is to be able to advise and explain the advantages of each trust, to better understand the tax issues around these trusts, and to identify the differences between each trusts.
In the morning we look at Will-
In particular, we consider the use of:
A) Relevant Property Settlements:
1) NRB Trust and full discretionary trusts;
2) Business Property Relief Trusts;
3) Disabled Discretionary Trusts;
4) Bereaved Minors Trust;
5) Bereaved Young Persons Trust; and
6) Right to occupy.
B) Immediate Post Death Interest Trusts:
1) Plain IPDI Trusts;
2) Protective Property trusts; and
The session will be concluded by applying the use of different trusts to case studies to ensure a full understanding of Will-
The afternoon is designed to bring a further understanding as to how lifetime trusts are used in estate planning:
a) Asset Protection Trusts –
b) This part of the course looks at the way these trusts should be promoted so the rules established under the Charging for Residential Accommodation Guide (CRAG) are not breached.
c) The use of pilot trusts and how these can be used in both life and death, given recent developments and the changes to legislation planned for the near future.
d) How to conclude a successful fact find.
This will be followed up with practical case studies on different sized estates, and consideration of what plans should be used in these case studies.
20th July – Fully booked
“You simply don’t expect a tutor like James when you think about a trust course. James was very personable and makes the subject very light and easy to follow. A good intermediate course”. JC – 14/03/2017
“James was terrific, he struck a wonderful balance in ‘lightening up’ what is a very serious business. As soon as saw someone so young sitting at the head of the table I knew he was going to be ‘Oxbridge’ – it’s the air of authority and confidence! What other section of society could dress like that at a boring old will writer’s course. It was very refreshing” – D.O – 25-05-2016
“James was excellent, very knowledgeable and his presentation skills were fantastic making it interesting to listen to and easily understood. Everyone was singing his praises after the training.” – SB – 31-06-2016
The College can offer this course at a reduced rate when purchased with the 3 day course. For more info contact The College of Will Writing on 01522 68 78 88Contact Us