Course description
Many practitioners will often have their favourite ‘go to’ trust which they will include in a client’s will but is it always going to be the right choice? This webinar will explore the different trusts available and with the help of case studies will explore which type of trust may be the most appropriate option considering the client’s circumstances and, of course, tax.
Presented by Rebecca Roscoe, solicitor and managing director at RJR Legal, the webinar is aimed at will writers, solicitors and practitioners who draft wills for clients who wish to protect their assets from sideways disinheritance, care fees, third parties or to simply protect their beneficiaries from themselves! Delegates will require a good understanding of trust and estate taxation.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Many practitioners will often have their favourite ‘go to’ trust which they will include in a client’s will but is it always going to be the right choice?
This new webinar will explore the different trusts available and with the help of case studies will explore which type of trust may be the most appropriate option considering the client’s circumstances and, of course, tax.
The webinar is aimed at will writers, solicitors and practitioners who draft wills for clients who wish to protect their assets from sideways disinheritance, care fees, third parties or to simply protect their beneficiaries from themselves!
Delegates will require a good understanding of trust and estate taxation.
What You Will Learn
This webinar will cover the following:
- IPDIs including ROOs, FROOs, LITs and FLITs
- Nil rate Band Discretionary Trusts
- 2-year Discretionary Trusts
- Full Discretionary Trusts
- Trusts for minors
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...