Estate Planning Foundation Course
14th March 2023
The course will be consolidated across 5 sessions, running from 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. It provides all the essential groundwork of will writing.
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.
Probate: The Estate Planners Guide to Estate Administration
20th March 2023
This course has been developed to help you with everything you need to know about probate. It includes the things that can go wrong during the process and how you can help your clients benefit from IHT exemptions and reliefs you may not be aware of.
It includes the things that can go wrong during the process and how you can help your clients benefit from IHT exemptions and reliefs you may not be aware of.
- Probate, a brief update
- What can go wrong?
Superhero 99: Planning options for client who have died with the wrong or no Estate Planning in place
Webinars: Friday 24th March & Monday 27th March
- Deed of Variation: The Last Action Hero
- Home passed into a Discretionary Trust: How to Save the RNRB and ensure your descendants can qualify – Kindergarten Cop
- Life Interest Trust on first death and worried about the RNRB taper threshold? We will show you how to solve it – The Terminator tune in for other ways to save the day posthumously – I’ll be back
This article was submitted to be published by CTT Group as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.