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Advanced Certificate in Bequest Planning

Master bequest planning with our Advanced Certificate course, learn how to create lasting legacies and ensure your wishes are carried out, enroll now and take control of your estate planning.

Bequest planning is a crucial aspect of estate planning that helps individuals ensure their legacy is protected and distributed according to their wishes.

Delivered online by London School of International Business, the school behind Healthcare Courses. Ofqual-regulated qualifications with flexible payment plans and admissions support seven days a week.

Study online 2 months track From GBP £90

Flexible payment plans available · Start studying online immediately after enrolment

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This is an English qualification. All assignments must be completed in English. Your certificate will be issued in English.

Why enrol on this course?

Designed for professionals and individuals involved in the financial services industry, this Advanced Certificate in Bequest Planning provides in-depth knowledge on creating effective wills, trusts, and other estate planning tools.

Through this program, learners will gain a comprehensive understanding of bequest planning strategies, including tax-efficient planning, beneficiary design, and the role of trusts in estate administration.

By mastering these skills, learners will be able to provide valuable guidance to clients and help them achieve their estate planning goals.

Take the first step towards becoming a bequest planning expert and explore this Advanced Certificate program today.

About this course

Bequest Planning is a specialized field that requires expertise in estate planning, tax law, and philanthropy. This Advanced Certificate in Bequest Planning equips you with the knowledge and skills to create effective wills, trusts, and charitable giving strategies. By mastering bequest planning, you'll gain a deeper understanding of how to minimize taxes, ensure legacy distribution, and make a lasting impact on your community. With this certification, you'll enjoy career prospects in law firms, financial institutions, and non-profit organizations. Unique features include a focus on tax-efficient planning and philanthropic giving, setting you apart in the industry.

Who is this course for?

Ideal Audience for Advanced Certificate in Bequest Planning Individuals seeking to make a lasting impact on their loved ones through effective bequest planning
Key Characteristics: High net worth individuals, business owners, and those with significant assets, including 1 in 5 UK adults aged 55-64 with over £100,000 in savings and investments.
Goals and Objectives: To create a lasting legacy, ensure their wishes are respected, and minimize inheritance tax liabilities, with 70% of UK estates being subject to inheritance tax.
Prerequisites: Basic understanding of estate planning, wills, and trusts, with no prior experience necessary, as the course is designed for those new to bequest planning.
Benefits: Gain a comprehensive understanding of bequest planning, develop a tailored plan, and make a positive impact on their loved ones, with the potential to save up to £200,000 in inheritance tax.

Key facts

The Advanced Certificate in Bequest Planning is a specialized course designed to equip individuals with the knowledge and skills necessary to create effective wills and trusts for their clients.
This program focuses on the technical and practical aspects of bequest planning, including estate planning, tax planning, and wealth transfer strategies.
Upon completion of the course, students will be able to analyze complex estate planning situations, develop comprehensive bequest plans, and communicate effectively with clients and other professionals.
The Advanced Certificate in Bequest Planning is typically offered over a period of several months, with classes held on a part-time basis.
The duration of the program varies depending on the institution offering it, but most programs take around 6-12 months to complete.
The Advanced Certificate in Bequest Planning is highly relevant to the wealth management and estate planning industries, where professionals are in high demand to provide expert advice on bequest planning and estate administration.
The course is designed to meet the needs of experienced professionals looking to enhance their skills and knowledge in bequest planning, as well as those new to the field who want to gain a deeper understanding of the subject.
Graduates of the Advanced Certificate in Bequest Planning program can expect to see significant improvements in their ability to create effective bequest plans, communicate with clients, and navigate complex estate planning situations.
The program is also highly relevant to the broader field of estate planning, where professionals are increasingly focused on creating comprehensive bequest plans that take into account the unique needs and goals of each client.
Overall, the Advanced Certificate in Bequest Planning is a valuable resource for anyone looking to develop their skills and knowledge in this critical area of estate planning.

Why this course?

Advanced Certificate in Bequest Planning holds significant importance in today's market, particularly in the UK. According to a recent survey, 70% of UK adults have made or are planning to make a will, with 40% of those having a will in place (Source: UK Government, 2022). This highlights the need for professionals to stay updated on the latest bequest planning strategies and regulations.
UK Adults with a Will Percentage
70% 40%
30% 20%

Career path

Course information

Duration

The programme is available in 2 duration modes:

  • 1 month
  • 2 months
Course delivery

Online

Course content
•
Estate Planning
•
Wills and Testamentary Succession
•
Trusts and Estate Administration
•
Charitable Giving and Donations
•
Tax Planning for Estates
•
Inheritance Tax and Estate Duty
•
Beneficiary Designations and Gifts
•
Estate Valuation and Appraisal
•
International Estate Planning
•
Special Needs Trusts and Planning
Assessment

Assessment is via assignment submission.

Fee structure

The fee for the programme is as follows:

  • 1 month — Accelerated mode @ GBP £140
  • 2 months — Standard mode @ GBP £90
Accreditation
This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

Who delivers this course

Qualification
Advanced Certificate in Bequest Planning
Delivered by
London School of International Business (LSIB) · UKPRN 10062390
Awarded by
an Ofqual-regulated awarding body
Assessment
Written assignments, no exams
Support
Admissions team, 7 days a week

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