Estate Planning Foundation Course

10oct9:30 am1:00 pmEstate Planning Foundation Course

Event Details

The course will be consolidated across 5 sessions remotely:

Tuesday 10th of October

Wednesday 11th of October

Thursday 12th of October

Friday the 13th of October

Tuesday 17th of October

9:30am to 1:00pm

The Estate Planning Foundation Course

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 10th of October

  • 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 11th of October

  • 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 12th of October

  • 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 13th of October


– 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 17th of May

  • 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.



October 10, 2023 9:30 am - 1:00 pm(GMT+01:00)

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