COURSE: Lifetime Trusts Instruction Taking

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24julAll DayCOURSE: Lifetime Trusts Instruction Taking

Event Details

The aims of the course are:

  • To provide background into Trusts
  • To provide knowledge of the Care Fee framework
  • To give advisors an understanding of the uses of Asset Protection Trusts
  • To give advisors an understanding of the tax position of the Trust
  • To ensure that advisors are confident in taking instructions from clients
  • To highlight any pitfalls
  • To learn the ‘Fortis Law way’

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Time

July 24, 2019 All Day(GMT+00:00)

Location

Fortis Law, Spear House, Cobbett Road, Burntwood, Staffs WS7 3GL

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Organizer

IPW - The Institute of Professional WillWriters

Founded in 1991, The IPW has become established as the recognised professional body regulating and promoting the profession of Willwriting in England, Wales and Northern Ireland.

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