Small
Medium
Large

Events Diary

The Institute and its training partners provide a wide range of training to enable Willwriters to expand their knowledge and meet their membership requirements to complete Continued Professional Development. For details of forthcoming events, see below:

May events
May 02
ADVANCED TRUSTS
Date:
02/05/2017
Course Description:

This course is intended for those more experienced members who want to build on the basic skills they learnt on the Introduction to Trusts course or for those who want to bring their knowledge up to date.

Learn the tips and tricks of more advanced trust drafting and spend more in-depth time learning about the three main types of trusts that clients’ needs dictate.

Using case studies, this course will cover advising on, considerations for, effects of and clause selection for Discretionary, Life Interests and Flexible Life Interest Trusts (FLITs) to ensure the client’s needs are meet and the Will and the trust administration is effective.

Venue:
Holiday Inn Reading South, 500 Basingstoke Road, RG2 0SL
Full Course Details:

Advising the Client

  • What are their concerns?

  • Considerations for the draftsman

  • Possible drafting solutions

 Discretionary Trusts -when to use- considerations

  • Full Discretionary Trust-

  • Nil Rate Band Discretionary Trust

Life Interest/Rights of Occupation Trusts - when to use-considerations

Flexible Life Interests Trusts (FLITS)- when to use- considerations

Pilot Trusts

Delegates shoud passed the IPW entrance exam, or an equivalent exam accepted by the IPW and also have attended the IPW courses in respect of Lasting Powers of Attorney, Advising the Elderly (or an equivalent course accepted by IPW), Introduction to Trusts and Introduction to Estate Taxation.

2 years willwriting experience is also required.

Delegates will need to take a copy of Parker’s Will Precedents to the course

Cost:
£175.00
Booking Arrangements:

Please call the Willwriting Academy on 0845 444261/0121504 4854 or pay by bank transfer to Sort Code: 40 23 03, Account no: 92117029

 

Willwriting Academy Ltd Cancellation Policy: For bookings cancelled more than 14 days before the event, a full refund less £25.00 administration fee will be given.  No refunds will otherwise be made.