£225 – £450

Making Will Writing Part of your Financial Practice

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IP City-Centre

Bath Street

Ipswich

IP2 8SD

United Kingdom

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Refunds up to 7 days before event

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Are you looking to grow your financial services practice this year? Why not be part of Silver Lining's 'Making Will Writing Part of your Financial Practice?' training?

Over 2 days you will learn how to take instructions for Wills, Trusts, Lasting Powers of Attorney so that you can confidently present these new options to your clients. The course will also cover how taxes such as Inheritance Tax interacts with each of the available trusts. By the end of the course you will be able to take instructions for complex Wills, Trusts and Lasting Powers of Attorney and after the training, we can continue to help you with our unique and high-level 1-2-1 support. Importantly, you will also learn how to use Wills and estate planning as a great referral opportunity to get you into other family members and friends.

You will be covered by our PII for the client consultation and any documents we produce if you decide to use us as your document provider after the training.

There are no franchise fees and no ongoing monthly fees. You simply pay us to train you and produce the relevant documents (for which we charge a fixed fee rather than a percentage). Then it's down to you to use the knowledge you have acquired to massively increase your business.

Lunch is provided on both days as well as refreshments and biscuits throughout.


For further information about this training and our services please call Stephen Wilkes on 01473 358195.

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Date and Time

Location

IP City-Centre

Bath Street

Ipswich

IP2 8SD

United Kingdom

View Map

Refund Policy

Refunds up to 7 days before event

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