{"id":17991,"date":"2024-07-16T10:22:47","date_gmt":"2024-07-16T09:22:47","guid":{"rendered":"https:\/\/ctt-group.co.uk\/?post_type=training-event&#038;p=17991"},"modified":"2024-10-01T15:15:47","modified_gmt":"2024-10-01T14:15:47","slug":"estate-planning-foundation-course-19","status":"publish","type":"training-event","link":"https:\/\/ctt-group.co.uk\/training-event\/estate-planning-foundation-course-19\/","title":{"rendered":"Estate Planning Foundation Course"},"content":{"rendered":"<div class=\"standard-content container wp-block \">\n\t\t<div class=\"content\">\n\t\t\t<p><strong>The course will be consolidated across 5 sessions remotely:<\/strong><\/p>\n<p><strong>Tuesday 4th March 2025<\/strong><\/p>\n<p><strong>Wednesday 5th March 2025<\/strong><\/p>\n<p><strong>Thursday 6th of March 2025<\/strong><\/p>\n<p><strong>Friday 7th March 2025<\/strong><\/p>\n<p><strong>Tuesday 11th March 2025<\/strong><\/p>\n<p><strong>9:30am to 1:00pm<\/strong><\/p>\n<p>This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client\u2019s individual needs.<\/p>\n<p>The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence.<\/p>\n<p>As part of the Training program you will be required to complete practical assignments using a Training version of the Countrywide Legacy Software. Access to this software will be provided to you before the end of Session 1.<\/p>\n<p><strong>Please note the software is only compatible with Windows based machines and will not operate on a Mac.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Full Course Information<\/strong><\/p>\n<p><strong>Session 1 \u2013 Tuesday 4th March <\/strong><\/p>\n<p>Commences at 9:30am and finishes at 1:00pm<\/p>\n<ul>\n<li>Who are CW and how do we work<\/li>\n<li>Why you should make a Will<\/li>\n<li>Intestacy<\/li>\n<li>What constitutes the client estate<\/li>\n<li>Roles within the Will<\/li>\n<li>What are the rules on validity of a Will<\/li>\n<li>Mental Capacity<\/li>\n<li>Legacies<\/li>\n<li>Residue<\/li>\n<li>Powers in the Will<\/li>\n<li>Codicils and alterations to a Will<\/li>\n<li>Ownership of assets<\/li>\n<li>The problems of basic Wills<\/li>\n<li>Questions<\/li>\n<li>Practical Assignment<\/li>\n<\/ul>\n<p><strong>Session 2 \u2013 Wednesday 5th March <\/strong><\/p>\n<p>Commences at 9:30am and finishes at 1:00pm<\/p>\n<ul>\n<li>Threats to wealth<\/li>\n<li>Trust basics in a language the client understands<\/li>\n<li>How threats can be mitigated by a Trust<\/li>\n<li>Information required to draft a Trust<\/li>\n<li>Types of Trust<\/li>\n<li>\u2013 Trusts for children<\/li>\n<li>\u2013 Discretionary Trusts<\/li>\n<li>\u2013 Life interest or IIP (Interest in Possession Trust)<\/li>\n<li>Compare Life interest with IIP trust<\/li>\n<li>Trustees, what do they do and who should the client appoint<\/li>\n<li>Bloodline planning<\/li>\n<li>Use of loans<\/li>\n<li>Care Act 2014<\/li>\n<li>The Probate Preservation Plus Trust (PPPT)<\/li>\n<li>NRB and RNRB (the tax free allowance)<\/li>\n<li>The modified Discretionary Trust<\/li>\n<li>Some client solutions<\/li>\n<li>Questions<\/li>\n<li>Practical Assignment<\/li>\n<\/ul>\n<p><strong>Session 3: Thursday 6th March <\/strong><\/p>\n<p>Commences at 9:30am and finishes at 1:00pm<\/p>\n<ul>\n<li>Multiple \u2018Sibling\u2019 Trusts<\/li>\n<li>Spousal \/ Civil Partners IHT exemption<\/li>\n<li>Married couple solution<\/li>\n<li>Tax deferral<\/li>\n<li>Short introduction of how to deal with Business and Agricultural assets in the Will<\/li>\n<li>Is the Business or Agricultural status important or is flexibility more important<\/li>\n<li>Life assurance policies and Estate Planning<\/li>\n<li>Lasting Powers of Attorneys and their importance to your clients<\/li>\n<li>Document Storage<\/li>\n<li>Recap on the session<\/li>\n<li>Practical Assignment<\/li>\n<\/ul>\n<p><strong>Session 4: Friday 7th March <\/strong><\/p>\n<p>Commences at 9:30am and finishes at 1:00pm<\/p>\n<ul>\n<li>Risk<\/li>\n<\/ul>\n<p>\u2013 What are the risks?<\/p>\n<p>\u2013 How do we identify these?<\/p>\n<p>\u2013 Who are we protecting?<\/p>\n<ul>\n<li>Software<\/li>\n<\/ul>\n<p>\u2013 The process for submitting your first case<\/p>\n<p>\u2013 The finance sheet<\/p>\n<p>\u2013 How the risks are managed<\/p>\n<p>\u2013 Electronic Points of sale documents<\/p>\n<p><strong>Session 5: Tuesday 11th March <\/strong><\/p>\n<p>Commences at 9:30am and finishes at 1:00pm<\/p>\n<ul>\n<li>Contracts<\/li>\n<li>Introduction to BEST Foundation<\/li>\n<li>Tracking orders submitted to CTTC<\/li>\n<li>Software<\/li>\n<li>Q&amp;A<\/li>\n<\/ul>\n\n\t<\/div>\n\t<div class=\"wrapper\">\n\t<\/div>\n\t<div class=\"inner-wrapper before-bg-color\">\n\t<\/div>\n<\/div>\n","protected":false},"featured_media":13250,"parent":0,"menu_order":0,"template":"","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.8 - 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