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Flexible Will Trusts - Drafting Tips & Best Practice

Level
Intermediate: Requires some prior subject knowledge
CPD
1.25 hours
Group bookings
email us to discuss discounts for 5+ delegates
Flexible Will Trusts - Drafting Tips & Best Practice

Session

5 Nov 2026

10:00 AM ‐ 11:15 AM

With a SmartPlan £153

With a Season Ticket £170

Standard price £340

All prices exclude VAT

Introduction

Struggling to confidently advise on interest in possession trusts (‘IIPs’) in wills?

This new virtual classroom seminar is designed for private client practitioners who want clear, practical guidance on IIPs, including how they work and why flexibility matters in modern estate planning.

You will gain hands-on drafting insights to make IIP trusts more adaptable, while also exploring discretionary trusts in depth, understanding when each option works best and the advantages and drawbacks of both.

Register today to sharpen your expertise, improve your drafting and offer clients more effective, flexible trust solutions.

What You Will Learn

The session will cover the following:

  • Overview of IIPs
  • How to build flexibility into IIPs, particularly for spouses and civil partners
  • Options for bringing a life interest to an end
  • Overview of discretionary trusts and how they compare to IIPs
  • Key advantages and disadvantages of each trust type

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Flexible Will Trusts - Drafting Tips & Best Practice