This course provides a structured and practical introduction to will trusts for will writers and estate planners. It begins with the fundamental principles of trust law, before exploring the full range of trusts that can be created by will along with their uses, tax implications and practical issues that arise.

The course focuses on theory and on real‑world application. It will cover common scenarios, planning opportunities, and potential risk areas when advising clients.

The training will be delivered live over Microsoft Teams in hour‑long sessions spread over several months. If you are unable to attend a live session, a recording will be made available via the WillPack website, allowing you to catch up before the next session.

Course Modules

1. Introduction to trusts – theory, key concepts and land ownership
2. Types of trusts and the taxation of trusts
3. Trusts for minors and young people
4. Dealing with the family home
5. Discretionary trusts
6. Trusts for disabled persons
7. Nil rate band discretionary trusts
8. Flexible life interest trusts
9. Business Property Relief trusts
10. Residence Nil Rate Band (RNRB) trusts
11. Trustee powers and duties
12. Trust administration after death

Cost

• £150 +VAT for WillPack Partners

• £200 +VAT non-partner rate

Booking

To book a place, please email [email protected]

Dates

The following dates are currently scheduled for 2025. Additional dates and intakes will run in the future.

• Module 1: 4 August
• Module 2: 6 August
• Module 3: 8 September
• Module 4: 11 September
• Module 5: 15 September
• Module 6: 17 September
• Module 7: 13 October
• Module 8: 20 October
• Module 9: 3 November
• Module 10: 5 November
• Module 11: 17 November
• Module 12: 19 November

All sessions run from 10:00am and are delivered live via Microsoft Teams.