Advanced Will Trusts
A one-hour webinar which drills down and explores the more common Will Trusts ensuring that the right one is selected for your client’s situation. Different trusts have different effects in terms of protection and taxation depending on the relationship between the testator and the beneficiaries are. So this webinar primarily looks at the best type of trust for your client and in particular looks at the pros, cons and administrative workability of the FLIT (Flexible Life Interest Trust).
It will expand upon your already basic knowledge of trusts and their tax treatment thus giving you a broader knowledge base to advise clients more effectively.
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Learning objectives:
- Client Concerns
- Considerations
- Solutions
- Discretionary Trusts
- Life Interest Trusts
- Right of Occupations Trusts
- Flexible Life Interest Trusts (FLITS)
Downloads
Your CPD Certificate can be found in your Account.
Sue Ioannou
Registered Trust and Estate Practitioner • A.R.T Wills
I am the current Chair and Head of Training for the Institute of Professional Willwriters (IPW). I have been running course for them for 19 years.
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