About this course
Grow your expertise and gain the skills to navigate the core legal, tax and investment issues that overlap with estate planning.
In-Depth Client Understanding:
Gain insights into the diverse needs of trustee, incapacitated, and charity clients, enhancing your ability to address their unique requirements.
Cutting-Edge Knowledge:
Stay abreast of the latest developments in will trusts and the transferable nil-rate band, ensuring your knowledge is current and relevant in the ever-evolving legal and financial landscape.
Professional Credibility:
Boost your professional standing by mastering UK-specific legal and tax considerations, positioning yourself as a trusted advisor and expanding your network within the private client landscape.
Strategic Business Growth:
Build your business strategically by leveraging your newfound knowledge, establishing a network of contacts, and attracting clients through your enhanced expertise in private client services.
Adaptability to Market Changes:
Develop the adaptability to navigate shifts in legal and financial landscapes, ensuring that your skills and advice remain relevant and effective in dynamic market conditions.
What you will learn
- The variety of lifetime trust structures commonly found in private client work
- The use and appropriateness of different will trusts
- The purpose and operation of trusts used in conjunction with life and pension contracts
- The factors affecting a client’s residence and domicile and the impact these can have on a client’s estate planning needs
- The duties and responsibilities of trustees in relation to investment matters
- How to deal with the affairs of an incapacitated client or a client whose affairs are dealt with under the various types of powers of attorney