EVENTS

Lifetime Trust Instruction Taking 25th September 2019
Estate Planning Solutions, Cheadle SK8 3PW

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. 

 

CPD - 5 hours

 

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.

 

TAGGED IN: Inheritance




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