Training
We know you have very limited time available which is why we limit our training to just one day - it's a busy day but you will leave with a solid foundation for Wills, Trusts, Probate, Inheritance Tax Planning and Lasting Powers of Attorney.
Book Your Training Workshop
Our training workshops include the following:
- Understanding what is a Will
- The Intestacy Rules
- Testamentary Capacity
- Key parties (Executors, Beneficiaries, Guardians etc)
- Legacies
- Exclusions - Inheritance (Provision for Family & Dependents) Act 1975
- Attestation - the signing and witnessing of the Will
- Conducting a succesful client appointment
- Completing the Instruction Form
- Business Benefits to you
When:
Wednesday 25th May 11.00am- 12.30pm
Tuesday 12th July 11.00am-12.30pm
Cost: £50 +VAT
- Identifying additonal client needs
- Definition of a Trust
- Key parties to a Trust
- Will Trusts
- Property Protective Trust
- Flexible Life Interest Trust
- Discretionary Trust
- Disabled Discretionary Trust
- Children's Trusts
- Business Trusts & Legacies
- Client example (case study)
- Conducting a succesful client appointment
- Completing the Instruction Form
- Business Benefits to you
When:
Tuesday 31st May 11.00am-12.30pm
Tuesday 19th July 11.00am-12.30pm
Cost: £50+VAT
- What is a Lasting Power of Attorney
- Different Types of LPA's
- Preferences and Instructions
- Key roles within LPA's
- The order of signing
- The Office of Public Guardian and LPA Registration
- The alternatives to LPA's
- Client appointment preperation
- Completing the instruction form
- Business Benefits to you
When:
Tuesday 7th June 11.00am - 12.30pm
Wednesday 7th September 11.00am - 12.30pm
Cost: £50+VAT
Our comprehensive training programme provides a great platform for new estate planners and experienced advisers alike.
The course runs over 4 consecutive weeks and incorporates the following essential areas;
- Wills and the law of succession
- The use of Trusts and benefits to your clients
- Lasting Powers of Attorney
- Probate & Estate Administration
You can find out more about the BTWC Associate Academy by clicking here
Which date suits you?
Select a date:
Book your training today or email enquiries@btwc.co.uk for more information.
Larger group training
We can also provide group training events for larger groups of advisers if required. Just call us on 01522 500823.