EVENTS

LIFETIME TRUSTS TRAINING 7th December 2017
Premier Inn Manchester Trafford Centre West, Old Park Lane, Greater Manchester, M17 8PG

Philips Legal Solicitors  are IPW’s new Lifetime Trusts providers and will be providing training courses for IPW members to enable them to take instructions for Lifetime Trusts.

The cost of the training is £175However, if you have already attended either the full McClures course or the ILS course then the cost is reduced to just £99!

 


Full Course Details

The aim of the training is -

  • 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 ‘Philips way’ 

Booking Arrangements

To make a booking, please call the office on 08456 444261 or pay The Willwriting Academy Ltd by bank transfer to: 

Sort code: 40 23 03, Account no: 92117029.

 

Willwriting Academy Ltd Cancellation Policy:  

For bookings cancelled more than 14 days before, a full refund less £25.00 administration                  fee will be given.  No refunds will otherwise be made.

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