Advanced Trusts Course

DURATION:
2 Days
ID:
AYNTKAT
CREDIT:
10 Hours CPD
PRICE

Address

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

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 FebruaryFULLY BOOKED

2nd & 3rd July

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

*We strongly advise you to sit our 1-day Introduction to Estate Planning and Trusts course before attending this course.

Book Your Place

Book Your Place

About

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: diane@willwriters.com

Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way
Lincoln
LN6 3LQ

TOP