Lifetime Trusts and Their Practical Uses

2 Days
10 Hours CPD


Chancery House, Whisby Way, Lincoln, LN6 3LQ   View map

A two day trust course designed for delegates with an already existing basic knowledge of trusts.

This course is a good follow on from our one day introduction to trusts course and provides a more in depth understanding of trusts and their administration.

  • Formalities of a trust, an explanation of the role of the trustee and their duties
  • An explanation of the different types of lifetime trusts and their administration
  • A look into trust clauses using case studies
  • Taking instructions from clients
  • Identifying when assets transferred into trust will attract entry and anniversary charges
  • Tax mitigation or protection with trusts – the importance of early identification
  • The life cycle of a trust
  • Looking after vulnerable beneficiaries in trusts
  • How to wind a trust up
  • Appointing out trust assets and a study of the documentation required to do so
  • Selling of the trust property and purchase of a new one including the trustees responsibilities
  • Sham trusts – where trusts can go wrong

2020 Dates:

25th & 26th February – FULLY BOOKED

2nd & 3rd June

13th & 14th October

1st & 2nd December



I really enjoyed the course and feel so much more confident now about being able to guide clients through the basics, which is what I hoped to achieve from it. So, thank you Carmen, you did a great job keeping us all listening and learning – KS

“Thanks for the course on Wednesday, as someone new to this area it has given me a good place to start building my knowledge and I look forward to attending more courses with you.” – F.M. – Feb ’19

“Thank you for the course on Tuesday and Wednesday, it was really useful and you made it all nice and clear for me.” – S.A. – Feb ’19

“Carmen provided a very clear and transparent course. Thoroughly enjoyable – thank you!” – Feb ’19


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