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TrustDocs estate Planning Training Course
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
This is an incredible opportunity to learn how to grow your estate planning business and offer your clients the best possible service.
All courses run from 10 – 3 pm and take place in person at our Head Office in Warrington, Unit 7 Olympic Park, Olympic Way, WA2 0YL
Refreshments and lunch are provided, and free car parking is available on-site.
Contact Us
We are here to help. Get in touch to learn more about our services.
Unit 7, Olympic Park, Olympic Way, Warrington, Cheshire, WA2 0YL
Monday – Friday: 09:00 – 17:00
Saturday – Sunday: Closed
Landline: 01925 859 622
Email: [email protected]
TrustDocs Training
At TrustDocs, we believe that our clients deserve the best possible service.
- Select your preferred course date and fill in your personal details.
- Enter your debit/credit card details to make the payment and complete the booking.
- You will receive an automated confirmation email with all the relevant details. Please call us on 01925 859622 or email [email protected] if you experience any issues.
