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Knowledge Centre

Training Modules

Knowledge & Resources > Training Modules

Training Modules

All of our training modules are available in one place for easy access.

Explore a range of topics covering Trusts, client protection, tax-efficient planning, Wills, LPAs, pensions, business assets, and lifetime transfers. Each module provides practical guidance, highlights common planning shortfalls, and outlines strategies to deliver protective and tax-efficient outcomes for your clients.

Training

Training Module 1
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.

24 Mins

Training

Training Module 5 Protecting Client Pension Plans

The issues created with a lack of planning for clients' Pensions and how Trust planning can overcome planning shortfalls and provide protective and tax efficient client outcomes.

43 Mins

Training

Training Module 9 Protecting Client Life Cover

Issues arising from a lack of planning for client life cover policies. How Trust planning can overcome planning shortfalls and provide protective and tax efficient outcomes.

35 Mins

Training

Training Module 13 Planning for High Net Worth Clients

Missed tax planning opportunities and how advanced planning delivers significant tax benefits for your HNW clients and inter-generational wealth transfers can be protected.

34 Mins

Training

Training Module 2 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.

23 Mins

Training

Training Module 6 Lasting Power of Attorney for Clients

The benefits of having Lasting Powers of Attorney and the shortfalls and considerations when establishing LPAs and the actions which Attorneys can take when acting.

28 Mins

Training

Training Module 10 Advanced Planning for Legal Partnerships

Shortfalls from arrangements in place with most legal partnerships. How protection for legal partners and beneficiaries can be delivered and inter-generational tax benefits.

35 Mins

Training

Training Module 14 Advanced Planning for Business Assets

Advanced Planning for Clients with Business Assets. It identifies how advanced Trust planning can overcome planning shortfalls and provide significant tax efficient client outcomes.

26 Mins

Training

Training Module 3 Trust Registration and Client Services

An update on TRS requirements and outlines the services available to Licensee clients. It covers ongoing service revenue opportunities and services to keep your client Trusts updated.

12 Mins

Training

Training Module 7 Basic Will Solutions for Clients

This module identifies the issues with clients who die intestate. The ideal solutions for simple Wills and the desired positioning of simple Wills in the Licensee client proposition are outlined.

2 Mins

Training

Training Module 11 Advanced Planning for Blended Families

The shortfalls with many arrangements in place for blended partnerships. How protection and support for legal partners can be delivered whilst guaranteeing desired outcomes.

28 Mins

Training

Training Module 15 Protective Gifting for Clients

How Trusts can be used to protect inter-generational transfers. The processes that can be used to deliver tax and protection benefits for all clients making lifetime transfers.

27 Mins

Training

Training Module 4 Protecting Client DIS Benefits

Identify the issues created from a lack of planning for clients with DIS. How Trust planning can overcome planning shortfalls and provide protective and tax efficient client outcomes.

34 Mins

Training

Training Module 8 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.

33 Mins

Training

Training Module 12 Advanced Planning for Cohabiting Clients

The issues faced by an increased volume of cohabiting couples. The shortfalls of arrangements and how to provide clients with protective and tax efficient benefits.

28 Mins

Training

Training Module 16 Deeds of Variation (DOV)

Identify when a DoV is appropriate and how it works. Overcoming planning shortfalls to provide protective and tax efficient client outcomes for client families post death.

25 Mins

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