As part of our commitment to supporting advisers, we provide regular training events and seminars aimed at ensuring you have all the information and resources you need for offering Estate Planning, Wills and Trusts to your clients.

We know you have very limited time available which is why we limit our training to just one day - it's a busy day but you will leave with a solid foundation for Wills, Trusts, Probate, Inheritance Tax Planning and Lasting Powers of Attorney.

 

Book Your Training Workshop

Our training workshops include the following:

Taking Will Instructions - The Essentials

  • Understanding what is a Will
  • The Intestacy Rules
  • Testamentary Capacity
  • Key parties (Executors, Beneficiaries, Guardians etc)
  • Legacies
  • Exclusions - Inheritance (Provision for Family & Dependents) Act 1975
  • Attestation - the signing and witnessing of the Will
  • Conducting a succesful client appointment
  • Completing the Instruction Form
  • Business Benefits to you

When:

Wednesday 25th May 11.00am- 12.30pm

Tuesday 12th July 11.00am-12.30pm

Cost: £50 +VAT

Will Trusts - Identifying when your clients need more than a simple Will 

  • Identifying additonal client needs
  • Definition of a Trust
  • Key parties to a Trust
  • Will Trusts
    • Property Protective Trust
    • Flexible Life Interest Trust
    • Discretionary Trust
    • Disabled Discretionary Trust
    • Children's Trusts
    • Business Trusts & Legacies
  • Client example (case study)
  • Conducting a succesful client appointment
  • Completing the Instruction Form
  • Business Benefits to you

When:

Tuesday 31st May 11.00am-12.30pm

Tuesday 19th July 11.00am-12.30pm

Cost: £50+VAT

Lasting Powers of Attorney - Taking clients instructions

  • What is a Lasting Power of Attorney
  • Different Types of LPA's
  • Preferences and Instructions
  • Key roles within LPA's
  • The order of signing
  • The Office of Public Guardian and LPA Registration
  • The alternatives to LPA's
  • Client appointment preperation
  • Completing the instruction form
  • Business Benefits to you

When:

Tuesday 7th June 11.00am - 12.30pm

Wednesday 7th September 11.00am - 12.30pm

Cost: £50+VAT

BTWC Associate Academy

Our comprehensive training programme provides a great platform for new estate planners and experienced advisers alike.

The course runs over 4 consecutive weeks and incorporates the following essential areas;

  • Wills and the law of succession
  • The use of Trusts and benefits to your clients
  • Lasting Powers of Attorney
  • Probate & Estate Administration

You can find out more about the BTWC Associate Academy by clicking here

Which date suits you?

Select a date:

Book your training today or email [email protected] for more information.

Larger group training

We can also provide group training events for larger groups of advisers if required. Just call us on 01522 500823.