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’
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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