Estate Planning Foundation Course

12sep9:30 am1:00 pmEstate Planning Foundation Course

Event Details

The Estate Planning Foundation Course 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.

The course will be consolidated across 5 sessions remotely 9:30am – 1pm:

  • Tuesday 12th of September
  • Wednesday 13th of September
  • Thursday 14th of September
  • Friday 15th of September
  • Tuesday 19th of September

Session 1 – Tuesday 12th of September

  • 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 September

  • 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 September

  • 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 September


  • What are the risks?
  • How do we identify these?
  • Who are we protecting?


  • 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 September

  • 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.



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

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