july, 2019

24julalldayalldayCOURSE: Lifetime Trusts Instruction Taking

Event 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 ‘Fortis Law way’

IPW - Events

  • This field is for validation purposes and should be left unchanged.


All Day (Wednesday)


Fortis Law, Spear House, Cobbett Road, Burntwood, Staffs WS7 3GL


IPW - The Institute of Professional WillWriters Institute of Professional Willwriters Trinity Point, New Road Halesowen, West Midlands B63 3HY

Join the Discussion

Your email address will not be published. Required fields are marked *


Do NOT follow this link or you will be banned from the site!