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Lifetime Trust Instruction Taking

Thursday, 14 November 2019

THE TRAINING WILL BE DELIVERED BY PETER BURTON OF FORTIS LAW.

FULL COURSE DETAILS

The aims of the course are:

  • To provide background into Trusts
  • To provide knowledge of the Care Fee framework
  • To give advisors an understanding of the uses of Asset Protection Trusts
  • To give advisors an understanding of the tax position of the Trust
  • To ensure that advisors are confident in taking instructions from clients
  • To highlight any pitfalls
  • To learn the ‘Fortis Law way’ 

BOOKING ARRANGEMENTS

REGISTRATION & REFRESHMENTS WILL BE AT 9.30 WITH A 10.00 START, 30 MINS LUNCH BREAK AND  THE COURSE SHOULD CLOSE AT 4.00 PM.

THE COST OF THE TRAINING IS £110. 

HOWEVER, IF YOU HAVE ALREADY ATTENDED A PREVIOUS FULL DAY COURSE WITH MCCLURES, ILS OR PHILIPS LEGAL SOLUTIONS OR PHILIPS TRUST CORPORATION, THEN THE COST IS REDUCED TO JUST £69!

TO MAKE A BOOKING, PLEASE CALL THE WILLWRITING ACADEMY ON 08456 444261.

Location: Nsure Estate Planning Services Ltd, 93 Rowlands Road, Worthing, West Sussex
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