Lifetime Trusts - Tuesday 22nd September 2026

This Webinar will start at 10am and should finish at around 4pm.This Webinar is only available for Members of the Institute of Professional Willwriters.

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.

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  

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

Please note that you will need to keep your camera on for the entirety of the webinar, in order to qualify for CPD.

Delegates should have a minimum of 2 years experience and should have attended the Introduction Will Trusts Webinar and Advanced Will Trusts Webinars or equivalent courses accepted by the IPW.

Please call the office on 0345 257 2570, or alternatively email [email protected] to find out more or to book your place on this webinar.

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.