The Liver Building

Introduction to Trusts (online)

Details

Speaker: Rebecca Roscoe

Date: Tuesday 9th September, 2025

Time: 09:30 - 16:30

Areas of Law: Wills, Trust, Tax & Probate

Competencies: B

Venue:
Online

Course Code: S4879

Description

Level introduction

This online seminar will be of use to will writers, solicitors and practitioners who want to develop their knowledge of trusts and their practical application.

Trusts are an integral part of the practitioner’s toolbox and this course will give the practitioner confidence when advising clients who wish to protect their assets from sideways disinheritance, care fees, third parties or to simply protect their beneficiaries from themselves!

The main focus of the course will be will trusts and will cover the following:

  • Trust foundations
  • Different types of trust
    • IPDI’s including ROO’s, FROO’s, LIT’s and FLIT’s
    • Nil rate Band Discretionary Trusts
    • 2 year Discretionary Trusts
    • Full Discretionary Trusts
    • Trusts for minors
  • Taxation
  • Choosing the “right trust”

Can’t make the date/time or need to revisit the training? No problem, booking onto this event means you will receive a link to access a recording of the event at your leisure! The link will be sent within approx 72hrs of live broadcast & be available for approx. 3 months, to view as many times as you wish.

Speaker Biographies

Rebecca Roscoe trained and qualified as a solicitor in 2003 and completed her STEP diploma in 2008. After 11 years in practice culminating in partnership at Cottrills then Slater Heelis LLP, Rebecca founded her own practice RJR Legal Ltd.RJR Legal is a niche practice specialising in Wills and Estate Planning with a particular focus on long term family estate planning. In addition to her private practice, Rebecca teaches Level 6 CiLex.

Prices

Member £175
Non-member £225
Training Passport Free
Note: 20% VAT added at checkout