iTrust Adviser Training

We want every employee to be fully equipped to assist our clients with the correct knowledge and deliver it with clarity and speed. There are six modules that we require all iTrust Advisers to complete to ensure we maintain consistent expertise and service quality.

Two people sitting at a table with laptops, engaged in a discussion or meeting in a modern office setting.
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Module 1

Foundations of Trusts & the iTrust121 Vision

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Module 2A

Inheritance Tax Basics

 Tax Guidance Policy & Data Capture Framework

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Module 2B

A modern house on a grassy hill with snow-capped mountains in the background.

Module 3

Life Insurance in Trust (Protection & Upsell)

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Module 5

Holistic Estate Planning-The Flow

A modern wooden house with large glass window set against a mountainous landscape.
Modern house with wooden exterior in mountainous landscape, stone patio and stairs, green grass, and mountain range in the background.

Module 4

iTrust Product Training

A modern house with wooden siding and large glass windows, surrounded by stone steps and a landscaped yard, with mountain peaks in the background.

Module 6

Fact Finding

Module 2c

Pensions and the Estate On The Death

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Simplified, Explained & Arranged