Certificate in Trusts Drafting

Introduction

This new full day course is designed for private client practitioners who already understand how trusts work but want greater confidence in drafting lifetime trusts that are robust, flexible, and fit for purpose.

With increasing scrutiny of trust arrangements and growing regulatory and compliance obligations, the quality of trust drafting has never been more important.

The course focuses on the key decisions, judgments, and drafting choices that underpin effective trust planning, moving beyond theory into real-world application.

It is suitable for solicitors, legal executives, and private client professionals who want to learn more about lifetime trusts in practice and who want to develop the confidence, judgment, and drafting skills needed to advise on these trusts safely and effectively.

What You Will Learn

This course will cover the following:

• How to analyse client objectives and select the most appropriate trust structure
• How to take clear, effective instructions that translate into sound trust drafting
• Lifetime trusts and chargeable lifetime transfers, including common practical issues
• Trustee selection and drafting provisions for appointment, retirement, and removal
• How to draft, review, and critically assess key trust powers and provisions
• Common trust drafting pitfalls and how to avoid them
• An overview of the tax implications of creating lifetime trusts
• Practical steps following trust creation
• Regulatory and compliance obligations, including TRS, CRS, and FATCA