Cheltenham living Trust Training
Join Us for
Our Expert Estate Planning Training Day in Cheltenham
TrustDocs is coming to Cheltenham to deliver our highly rated Living Trust Training Course – the same expert-led session we host at our Warrington head office, now made accessible to professionals in the region.
Whether you’re an experienced estate planner or just starting out, our training will give you the knowledge and confidence to offer Living Trusts to your clients.
Cheltenham Racecourse, Evesham Rd, Cheltenham, GL50 4SH
🚨Early bird pricing ends 1st May – Living Trust Training at Cheltenham Racecourse🚨
Event Details
Location: Cheltenham Racecourse
Date: 12th June 2025
Time: 10:00am – 3:00pm
Cost: £125 + VAT (Early Bird)
Please note that our early bird pricing is available until 1st May. After this date, the standard rate of £145 + VAT will apply.
Contact Details
At TrustDocs, we believe that our clients deserve the best possible service. This is why we offer a well-considered and developed training programme for estate planners, surrounding Family Asset Protection Trusts (FAPT).
Our bespoke estate planning training course is designed to help you understand the FAPT and gain the knowledge and skills needed to provide your clients with the most comprehensive and effective estate planning services possible.
Our instructors adopt a hands-on active learning approach, which has proven to be quite effective. They also provide a range of real-life examples and encourage interaction during the sessions. We see it that the experience should be inclusive and beneficial for both the trainee and the person delivering the session.
The one-day course covers:
- A brief introduction to TrustDocs
- Range of services we can help you provide to your clients
- When to choose FAPT+
- Accessing the RNRB
- Specialist Trusts (e.g., Parents Purchasing Property for Children)
- IPDI Wills
- Different types of trusts
- How to best interact with your clients and provide a beneficial deal
- Handling Buy-to-Lets and Commercial Property
- Trust Registration Services
- What is the FAPT
- Origins of trust law
- Managing Estates Above and Below NRB
- Navigating Capital Gains Tax and Holdover Relief
