Introduction to Estate Planning & Trusts

Tutor:  Siobhan Rattigan-Smith

This one-day course will enable students to get a better understanding of the way trusts are used in Wills and to confidently identify their client’s objectives.

An explanation of the difference between bare and discretionary trusts and the protection these afford.

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 trust.

In the morning we look at Will-based trusts and use practical examples highlighting how these trusts work, enabling the student to identify the correct path for their client.

In particular, we consider the use of:

• Protective Property trusts
• Right to Occupy trusts
• Flexible Life Interest trusts
• Disabled Discretionary trusts
• Business Property Relief trusts

The session will be concluded by applying the use of different trusts to case studies to ensure a full understanding of Will-based trusts.

The afternoon is designed to bring a further understanding as to how lifetime trusts are used in estate planning:

a)   Asset Protection Trusts – this section examines how these trusts are employed and explores the differences between tax mitigation and asset preservation.

Dates for 2024:

8th February – FULLY BOOKED

9th April – FULLY BOOKED

Timings:  10:00 – 16:00

Venue:  The College of Will Writing in Lincoln (this is not available as an online course)

Price:

£125 SWW Member Rate

£225 Non-Member Rate