THE TRUST DEVELOPMENT WORKSHOPTM
Learning to use Trusts profitably and effectively will improve your practice overnight.		How do I attend a workshop? Trust Development Workshop - Dates

Every financial adviser should be using Trusts for virtually EVERY client they have. If the client has any Pension, Death in Service or Life Insurance, these must be placed under Trust. The problem is most advisers do not know how to do this, use poor quality and often ineffective insurance company trusts, or often do not have the arrangements to write individual Trusts for their clients.

The Trust Development Workshop^TM will show you how to use our Trust Drafting Service^TM to produce stunning quality trusts for your clients.

At the workshop you will learn:

• The different types of Trusts under English Law
  
• When each type of Trust should be used
  
• Why each trust should be used
  
• How to place Death in Service under Trust
  
• How to remove your personal liability
  
• How to massively increase your income using Trusts
  
• Using trusts to protect from divorce
  
• What to do when someone dies

Who should attend The Trust Development Workshop^TM?
Simply everyone who provides financial advice. This area of advice is critical both for your clients and for you, the adviser. Get it wrong and you will endanger you and your family’s financial future.

Get it wrong and your clients will loose thousands and thousands of pounds, and if they do, whom do you think their executors and trustees will make a claim against!

Move up in the quality of your advice
Our business is populated by technocrats who theoretically know what to do, but can’t do it in the real world with real clients, or advisers who wouldn’t know the difference between a Discretionary Trust and an IIP Trust, if it knocked on their door at night.

By attending The Trust Development Workshop^TM you will join that small elite band of advisers that know the technical side of trust and trust tax regulations, and can actually use that knowledge in work to help real people.

I would like to see you at one of the workshops because I know it will move your business ahead dramatically and help you to be more confident and profitable than ever before.

All Financial Advisers understand the importance of using trusts, but few really understand how to use them in real life with real clients. How many times have you needed a Spousal-By-Pass trust for a client but not known how to physically put one in place?

The Trust Development Workshop^TM is designed by David Batchelor and will show how to use Trusts in the real world and give you the means to put them in place.

The Service was set up to allow individual trusts to be written for your clients and have them certified by an independent solicitor so that your personal and professional liability is removed. At the same time you are able to provide your clients with high quality, counsel settled trusts that go far beyond what insurance company trusts can offer. Using the trusts can also generate significant levels of income to your practice.

Should you decide to become a Trust Member following your attendance at The Trust Development Workshop^TM there is a joining fee of £67.00 plus VAT. Upon receipt of the joining form and fee we will then forward you the relevant licence documentation together with a Standing Order Mandate for £27.00 plus VAT (payable per quarter) for you to complete and return to us. Once your Licence is set up a supply of the Trust application forms will be sent to you for you to start your own Trust Drafting Process™.

To be kept informed of any future Trust Development Workshops^TM, please email your details to michelle@willsandtrusts-uk.com.