Courses

All Estate Planning for Business Clients Estate Planning Courses IHT Bootcamp: Slim Down Your IHT Estate IHT Wills and Estate Planning Vulnerable Clients The Will Validity Course Estate Planning & Trusts Business Growth Boot Camp Unlocking Your Appointment Potential Drafting For Success - Sure Will Writer GDPR Pensions and Death Open Day Psychopomp: Leading the legacy Equity Release IHT Planning Online LPA Course Business Property Relief Co-op Funeralcare Martyn Frost - On Wills The Advanced Instruction Taking Course Drafting Business / Commercial LPA’s Inheritance Tax - Beyond Drafting Wills Lasting Powers of Attorney The Practicalities of Assessing Mental Capacity Deputyships CRM All You Need To Know About Trusts Business Development Courses Social Media Marketing How to Take Perfect Instructions An Introduction to LPAs The Impact of Divorce and Separation on Estate Planning Distance Learning Negligent Will Drafting

Business LPA Drafting

Business LPA Drafting – Online Course via Zoom This is the 2020 Business LPA course complete with updates. Business LPAs allow business owners to protect their business. Without one, their business is at risk. If they lacked capacity and they didn’t have a business LPA, the bank could freeze their bank account, contracts or services […]

Drafting For Success – Sure Will Writer

Special Offer – book both days together and save £50

Introduction to Estate Planning & Trusts

This one-day course will enable students to get a better understanding of the way trusts are used, to successfully identify the needs of their clients and to advise on the correct trust to fit their client.

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.

SWWEPP Wills and Estate Planning Certificate

The SWWEPP Wills and Estate Planning Certificate course is now in its 20th successful year, and year on year, more students are signing up to this course as a ‘fast-track’ entry into Estate Planning profession as well as membership to the Society of Will Writers.