EVENTS

Lifetime Trusts Instruction Taking 14th November 2018
Kings Court Trust, Spectrum House, Bond Street, Bristol BS1 3LG

A one day course delivered by Richard Wells and Corin Holness of Taylor Rose TTKW Ltd


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 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.

 

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