Online Estate Planning Training Modules
Solidus have developed a new range of online training modules for advisers and support staff in order to facilitate greater understanding, technical competence and development ideas.
- Online so you can take the modules at your own pace.
- Starts with Core Modules to get you up and going quickly so you can provide key client solutions.
- You can progress to master estate planning Modules as your confidence grows.
- Each Module is completed with a quiz.
- Certification and CPD points are available as a Core Estate Planner or Master Estate Planner.
Real time webinars support the online learning upon completion.
Core Estate Planning
The Core Estate Planning modules are as follows:
- The Estate Planning Proposition
This module sets out the strategic importance and client benefits of integrated financial and estate planning solutions. It also sets out the program for the accreditation modules.
No survey on module 1
- Trust Basics and Benefits
This module provides a high-level technical introduction to Trusts. It covers the features and client benefits of using Trusts as well as the types of Trusts that are frequently encountered
Link to the survey https://www.surveymonkey.co.uk/r/8GLBWC7
- Trust Registration Service (TRS)
This module provides an update on TRS requirements and outlines the services available to Licensee clients. It also covers ongoing service revenue opportunities and services to keep your client Trusts updated.
Link to the survey https://www.surveymonkey.co.uk/r/QZBLD75
- Protecting Client DIS Benefits
This module identifies the issues created with a lack of planning for clients with DIS. It identifies how Trust planning can overcome planning shortfalls and provide protective and tax efficient client outcomes.
Link to the survey https://www.surveymonkey.co.uk/r/5Z885XP
- Protecting Client Pension Benefits
This module identifies the issues created with a lack of planning for clients pensions. It identifies how Trust planning can overcome planning shortfalls and provide protective and tax efficient client outcomes.
Link to he survey https://www.surveymonkey.co.uk/r/KK77W7V
- Lasting Powers of Attorney (LPA’s)
This module identifies the benefits of having Lasting Powers of Attorney in place for clients. It identifies the shortfalls and considerations when establishing LPA’s and the actions which Attorneys can take when acting. It also outlines potential changes to the process and powers in 2023.
Link to survey https://www.surveymonkey.co.uk/r/W9K9989
- Basic Will Solutions
This module identifies the issues with clients who die intestate. The ideal solution is to implement a simple Will and the desired positioning of simple Wills in the Licensee client proposition are outlined.
Link to the survey https://www.surveymonkey.co.uk/r/RQZBTRJ
- Advanced Planning for Single Clients
This module identifies the benefits of more advanced planning for single clients where the key benefits of inter-generational IHT and bloodline protection are delivered.
Link to the survey https://www.surveymonkey.co.uk/r/RXNJRMH
- Protecting Client Life Cover
This final module identifies the issues created with a lack of planning for client life cover policies. It identifies how Trust planning can overcome planning shortfalls and provide protective and tax efficient client outcomes for single life and joint life second death policies.
Link to the survey https://www.surveymonkey.co.uk/r/RX5BQLK
Master Estate Planning
The Master Estate Planning modules are also provided via sequence of online webinars. Upon completion a test will be taken and successful candidates will become accredited and can recognise their achievement on business cards and email footers. The modules are as follows:
- Advanced Planning for Legal Partnerships
This module identifies the shortfalls with many arrangements in place with most legal partnerships. It establishes how protection for legal partners and beneficiaries can be delivered as well as inter-generational tax benefits. This can be the most popular solution for most legal partnerships.
Link to the survey https://www.surveymonkey.co.uk/r/3YWNF83
- Advanced Planning for Blended Families
This module identifies the shortfalls with many arrangements in place for blended partnerships, a significantly increasing client lifestyle. It establishes how protection and support for legal partners can be delivered whilst guaranteeing desired outcomes for bloodline relationships.
Link to the survey https://www.surveymonkey.com/r/Y53Z9DX
- Advanced Planning for Cohabiting Clients
This module identifies the issues faced by the growing proportion of clients in cohabiting relationships. It identifies the shortfalls of the arrangements which most clients have in place and how you can bring advanced protective and tax efficient benefits to your clients.
Link To Survey https://www.surveymonkey.com/r/PN36RNT
- Advanced Planning for High Net Worth (HNW) Clients
This module identifies the issues faced by HNW clients. It identifies any missed tax planning opportunities and establishes how advanced planning can deliver significant tax benefits for your HNW clients and inter-generational wealth transfers can be protected.
Link to survey https://www.surveymonkey.com/r/QDY8WS2
- Advanced Planning for Clients with Business Assets
This module identifies the issues created with a lack of planning for clients with significant qualifying business or agricultural relief assets. It identifies how advanced Trust planning can overcome planning shortfalls and provide significant tax efficient client outcomes.
Link to survey https://www.surveymonkey.com/r/TPS8JKN
- Protecting Lifetime Transfers
This module identifies how Trusts can be used to protect inter-generational transfers. The common solutions are reviewed and the processes that can be used to deliver tax and protection benefits for all clients making lifetime transfers.
Link to Survey https://www.surveymonkey.com/r/XLZ223F
- Deeds of Variation (DoV)
This module identifies the ultimate fallback if a lack of effective planning is in place when a client deceases. It identifies when a DoV is appropriate and how it works and common issues/considerations to overcome planning shortfalls in order to provide protective and tax efficient client outcomes for client families post death.
Link to module https://www.surveymonkey.com/r/35WHTKK
Real time webinars support the online learning upon completion.