Posted: Thursday, 2 April 2026 @ 14:26
LIFETIME TRUSTS
Confidently Advise Clients on Trust-Based Estate Planning
Ready to move beyond basic Wills and confidently advise on lifetime trusts?
This one-day interactive webinar equips estate planners with the knowledge, clarity, and confidence to understand, explain, and apply lifetime trusts within a modern estate planning strategy.
Practical. Structured. Designed for real-world client situations.
📍 Format
Online interactive webinar
⏰ Time
10:00am – 5:00pm
📅 Date
Thursday 30 April
💷 Investment
£249 per person
Who This Webinar Is For
This course is designed for practitioners who:
Have a solid foundation in Willwriting
Are ready to expand into trust-based planning
Want to confidently advise on lifetime trusts
This is a natural next step for those looking to move beyond basic Wills into more advanced estate planning.
Why This Matters
Clients increasingly require:
- More sophisticated estate planning solutions
- Protection of assets beyond simple Wills
- Clear advice on complex legal structures
Without confidence in trusts, you risk:
- Missing higher-value advisory opportunities
- Referring work elsewhere
- Limiting your professional growth
What Makes This Different
Most practitioners understand what a trust is.
The best practitioners understand:
- When to use a lifetime trust
- How to explain it clearly to clients
- How it fits within a broader estate strategy
This course goes beyond theory with:
- Clear, structured explanations of trust law
- Practical application to real client scenarios
- Focus on real advisory conversations
What You'll Learn
By the end of this webinar, you will be able to:
Understand the role of trusts within estate planning
Explain the legal definition and structure of a trust
Distinguish between lifetime trusts and will trusts
Identify key parties to a trust and their roles
Understand the legislative framework in England & Wales
Assess when a lifetime trust is suitable for a client
What You'll Gain
Confidence discussing trusts with clients
Ability to identify when trusts are appropriate
Stronger advisory capability
Enhanced professional credibility
A foundation for advanced estate planning work
You won't just understand lifetime trusts – you'll know when and how to use them.
Meet the Trainers
Paul Hutchinson
Founder & Director | Legal & Estate Planning Specialist
Paul Hutchinson is the Founder and Director of Hutchinson Legal & Associates and an experienced practitioner in wills, estate planning, and legal services.
He holds an LLB (Hons), LLM in International Business Law, and a Ph.D in Law. His career includes roles with Legal Budgets Ltd, the RAC Personal Injury Practice, and Lyons Davidson Solicitors before establishing his firm in 2004.
Paul is a Fellow of the Institute of Professional Willwriters, a Fellow of the Institute of Paralegals, an Affiliate member of STEP, and was admitted to the Chartered Institute of Legal Executives (ACILEX) in 2024. He is also a student member of the Chartered Institute of Taxation.
He has contributed to the profession through his work with the Legal Services Board on the regulation of wills and estate administration, and regularly writes and speaks within the industry.
Paul was awarded Will Writer of the Year in 2014 and published in the Legal Parliamentary Review in 2018. He is also a fluent French speaker with working knowledge of German and Italian.
Peter Burton
Training & Compliance Manager | Estate Planning Specialist
Peter Burton has nearly 30 years' experience within the legal services sector, specialising in estate planning.
He is a Fellow of the Institute of Professional Willwriters and an affiliate member of STEP, holding the Advanced Certificate in Will Preparation. His career spans a wide range of roles across estate planning businesses.
Peter currently serves as Training and Compliance Manager and is also Managing Director of Castle Training and Consultancy. He contributes to the Technical and Examiners team at the Institute of Professional Willwriters.
He is recognised for his ability to explain complex legal concepts – particularly trusts – in a clear, structured, and practical way.
Outside of work, Peter enjoys running and spending time with his family – often combining the two.
Why Train With Us
- Decades of combined experience in estate planning and legal services
- Fellowship-level accreditations with recognised professional bodies
- Active contributors to the profession, including regulatory and technical roles
- Experienced trainers and industry speakers
- Practical, real-world focus grounded in client advisory work
Professional Affiliations
Institute of Professional Willwriters (IPW)
Society of Trust and Estate Practitioners (STEP)
Chartered Institute of Legal Executives (CILEX)
Chartered Institute of Taxation (CIOT)
(Add logos for visual credibility)
Be Part of the First Cohort
As part of the inaugural intake, you will:
Gain early access to this specialist training
Be among the first to develop structured expertise in lifetime trusts
Help shape future training programmes
Book Your Place
Clients expect more than basic Willwriting.
This course ensures you can confidently introduce and apply lifetime trusts as part of a comprehensive estate planning strategy.
💷 £249 per person
📅 Thursday 30 April | 💻 Online
Book now – limited spaces available