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

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Time

All Day (Wednesday)

Location

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

Organizer

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

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