Upcoming Online Will Writing Course in January

Our next online Will writing course and Estate Planning Foundation course will be held on Wednesday 19th and Thursday 20th February and you are warmly invited to attend.

The cost of our foundation course is £50+VAT for two mornings of training.

‘The course was extremely informative, the presenters were very patient, the responses were very clear, and overall it was exactly what I needed to help me forge the way forward with my new Will & Estate Planning business.’ (Adviser)

Who is the training for?
– Advisers who want to become Estate Planners.
– Current Will writers who would like to learn about the use of Trusts to protect a client’s assets.
– Advisers who need refresher training after some time away from selling Wills and Estate Planning.

AGENDA

Session 1: 19th January 930am – 1pm

  • Introduction: Cheryl, The Right Will and Estate Planning
  • Introduction: Will, Countrywide Tax and Trust Corporation
  • Why you should make a Will
  • Intestacy
  • Standard Wills structure and validity
  • Roles within the Will
  • Ownership of assets
  • Threats to an estate
  • Introducing the types of Trusts: Discretionary Trusts
  • Interest in Possession Trusts
  • Introduction to their taxation

Session 2: 20th January 930am – 1pm – Bloodline Planning

  • Care Planning
  • Introducing the Probate Preservation Plus Trust
  • Introduction to the Residence Nil Rate Band (Asset Protection Trust)
  • Our ‘Death Planning’ solutions
  • Dealing with Business/ Agricultural Assets with the Will
  • Life Assurance policies structure and Life Assurance Trusts
  • Dealing with lump sum Pension Death Benefit
  • Lasting Powers of Attorney

Book your place
It costs just £50+VAT for both mornings.

To register, email admin@therightwill.co.uk and we will send you payment details.

You can also pay over the phone: 01564 732 740

We hope to see you there!

Kind regards

The Right Will Team
01564 732 740
admin@therightwill.co.uk