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 course is run either as:
- A two day in person course delivered at the College of Will Writing in Lincoln; or
- Remotely 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
- Introduction to trusts – theory, key concepts and land ownership
- Types of trusts and the taxation of trusts
- Trusts for minors and young people
- Dealing with the family home
- Discretionary trusts
- Trusts for disabled persons
- Nil rate band discretionary trusts
- Flexible life interest trusts
- Business Property Relief trusts
- Residence Nil Rate Band (RNRB) trusts
- Trustee powers and duties
- Trust administration after death
Remote Costs
-
£150 +VAT for WillPack Partners
-
£200 +VAT non-partner rate
In Person Costs
- £200 +VAT for WillPack Partners
- £250 +VAT non-partner rate
Feedback
Highly recommend this course, Chris Rattigan-Smith’s training sessions are packed with so much information and explained so clearly – Ann-Marie Shine-Newton
Booking
To book a place, please email [email protected].
If you are booking on an in person course, a light lunch is provided on both days.
Please let us know of any dietary or mobility requirements.
2026 Dates
Intake 1 – Fully Booked
All sessions run from 10:00am
- 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
Intake 2 – Fully Booked
All sessions run from 1:00pm.
- Module 1: 20 October
- Module 2: 22 October
- Module 3: 3 November
- Module 4: 5 November
- Module 5: 17 November
- Module 6: 19 November
- Module 7: 24 November
- Module 8: 26 November
- Module 9: 1 December
- Module 10: 3 December
- Module 11: 8 December
- Module 12: 10 December
2027 Dates
In person
25 – 26 January 2027
Remote Intake 1
All sessions run from 10:00am
- Module 1: 11 January
- Module 2: 12 January
- Module 3: 14 January
- Module 4: 8 February
- Module 5: 9 February
- Module 6: 11 February
- Module 7: 1 March
- Module 8: 2 March
- Module 9: 4 March
- Module 10: 8 March
- Module 11: 9 March
- Module 12: 11 March