Estate Planning Foundation Course

12dec9:30 am1:00 pmEstate Planning Foundation Course

Event Details

The course will be consolidated across 5 sessions remotely:

Tuesday 12th of December

Wednesday 13th of December

Thursday 14th of December

Friday 15th of December

Tuesday 19th of December

9:30am to 1:00pm

This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs.

The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence.

Full Course Information

Session 1 – Tuesday 12th of December 2023

Commences at 9:30am and finishes at 1:00pm

  • Who are CW and how do we work
  • Why you should make a Will
  • Intestacy
  • What constitutes the client estate
  • Roles within the Will
  • What are the rules on validity of a Will
  • Mental Capacity
  • Legacies
  • Residue
  • Powers in the Will
  • Codicils and alterations to a Will
  • Ownership of assets
  • The problems of basic Wills
  • Questions
  • Practical Assignment

Session 2 – Wednesday 13th of December 2023

Commences at 9:30am and finishes at 1:00pm

  • Threats to wealth
  • Trust basics in a language the client understands
  • How threats can be mitigated by a Trust
  • Information required to draft a Trust
  • Types of Trust
  • – Trusts for children
  • – Discretionary Trusts
  • – Life interest or IIP (Interest in Possession Trust)
  • Compare Life interest with IIP trust
  • Trustees, what do they do and who should the client appoint
  • Bloodline planning
  • Use of loans
  • Care Act 2014
  • The Probate Preservation Plus Trust (PPPT)
  • NRB and RNRB (the tax free allowance)
  • The modified Discretionary Trust
  • Some client solutions
  • Questions
  • Practical Assignment

Session 3: Thursday 14th of December 2023

Commences at 9:30am and finishes at 1:00pm

  • Multiple ‘Sibling’ Trusts
  • Spousal / Civil Partners IHT exemption
  • Married couple solution
  • Tax deferral
  • Short introduction of how to deal with Business and Agricultural assets in the Will
  • Is the Business or Agricultural status important or is flexibility more important
  • Life assurance policies and Estate Planning
  • Lasting Powers of Attorneys and their importance to your clients
  • Document Storage
  • Recap on the session
  • Practical Assignment

Session 4: Friday 15th of December 2023

Commences at 9:30am and finishes at 1:00pm

  • Risk

– What are the risks?

– How do we identify these?

– Who are we protecting?

  • Software

– The process for submitting your first case

– The finance sheet

– How the risks are managed

– Electronic Points of sale documents

Session 5: Tuesday 19th of December 2023

Commences at 9:30am and finishes at 1:00pm

  • Contracts
  • Introduction to BEST Foundation
  • Tracking orders submitted to CTTC
  • Software
  • Q&A

Get in contact with us today for further information:

T: 01926 514 390 ext 9170



Book here.



December 12, 2023 9:30 am - 1:00 pm(GMT+01:00)

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