In person10 CPD hours

Advanced Trusts Course

A 2-day advanced course on the law, uses, taxation, and pitfalls of trusts for experienced practitioners.

Course Overview

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. You need to have some knowledge of trusts before attending this course. The course assumes a working knowledge of the normal will and lifetime trusts that most estate planners use daily and builds on that.

Importantly the course focuses on what happens when a trust comes into force, including taxation, trust registration and trustees liabilities. This is not a how to sell trusts course — its focus is instead on the technical aspects of trusts arising after death or on set up for lifetime settlements.

Upcoming Dates

  • Tuesday, 27 October 2026Lincoln Training Centre