EVENTS

Lifetime Trusts Instruction Taking 27th February 2019
Taylor Rose TTKW , Friary Court, 13 St John Street, Lichfield WS13 6NU

The training will be delivered by Peter Burton and Corin Holness of the Philips Trust Corporation


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 ‘Taylor Rose TTKW/Philips Trust Corporation way’ and how it differs from McClures and ILS

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 then the cost is reduced to just £69!

 

To make a booking, please call the Willwriting Academy on 08456 444261.

 

TAGGED IN: Inheritance, Event




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