Will Writer to Estate Planner – Foundation pt2

The course will be consolidated across 3 sessions remotely:

Tuesday 5th of March

Wednesday 6th of March

Thursday 7th of March

9 .30am – 1pm approx

Session 1 – The guide to what ‘commons trusts’ do and don’t do for your clients

Covering: Taxation, protection and flexibility

Session 2 – The Guide to CTT Group’s trusts and how they can provide client solutions like no others

Covering: Different types of trusts

Session 3 – How Assets are Placed in Trusts

Covering: how the assets are transferred is as important as the trust itself