Advisers
Kinherit Academy
Estate planning training for Consumer Duty readiness
Eight sessions. The knowledge to spot estate planning gaps, the tools to act on them, and CPD credit for doing it. Built by STEP Platinum Employer estate planners. Trusted by 4,000+ UK advisers.
How the Academy works
Foundations
(Sessions 1-2)
The core framework. Four threats to wealth, life events that break plans, and your Consumer Duty obligations.
Electives
(Sessions 3-7)
Go deep on what matters for your clients. Business owners, property, blended families, vulnerable clients, problem Wills. Any order.
Capstone
(Session 8)
The Kinvault handover. How to keep the client relationship alive across generations - and close the loop on everything you've learned.
1
Wills, Trusts & the Four Threats
45 minutes
The four threats a simple Will leaves wide open - and the Consumer Duty obligation most advisers don't realise they have.
- The four threats a simple Will leaves wide open
- When a Trust is needed - not just a Will
- Why 90% of UK will writers hold no qualification - and what that means for your referrals
- The Consumer Duty obligation you may not realise you have
- Two questions that turn every review into an estate planning conversation
2
Life Events & When Plans Break
45 minutes
How marriage, divorce, and life events break estate plans. Includes a triggers checklist for every annual review.
- Why marriage may have wiped your client's Will entirely
- The gaps divorce leaves in Wills, LPAs, pensions, and life cover
- A triggers checklist you can use in every annual review
- Why a Will-review belongs alongside your investment review
- Walk out with a list of clients to contact this week
3
Business Relief
45 minutes
Why most business owners' Wills waste their Business Relief - and the April 2026 changes that make fixing it urgent.
- Why most business owners' Wills waste their Business Relief - and what fixes it
- The tax difference a single clause makes (worked examples)
- April 2026 rule changes: the new £2.5m cap and what it means
- Which of your business-owner clients need an urgent Will review
4
Trust Your Property
45 minutes
Why Joint Tenancy means a Will doesn't control the home - and the trust solution that does.
- Why Joint Tenancy means a Will doesn't control the home
- The remarriage scenario that costs families everything (worked example)
- Estate Protection Trust vs Life Interest Trust - when to recommend each
- Which clients in your book are exposed right now
5
Problem Wills and Probate
45 minutes
Why existing Wills fail, how they get disputed, and what the CMA found about the firms writing them.
- The four reasons existing Wills fail - before your client's family finds out
- What a Will from an unqualified provider actually looks like
- Real case studies of disputed Wills and what they cost families
- The CMA's findings and why they change how you think about referrals
6
Sideways disinheritance
45 minutes
When wealth goes sideways instead of down to the children. Worked scenarios and the Estate Protection Trust solution.
- How to explain sideways disinheritance in plain English
- Two scenarios where children lose everything (worked examples)
- The Estate Protection Trust solution - and who needs it most
- Which clients in your book are at risk today
7
Vulnerable Clients & LPAs
45 minutes
Both LPA types in depth, the golden rule for capacity, and how to spot vulnerability red flags across your client base.
- Both LPA types and the critical difference between them
- Vulnerability red flags you should be spotting across your client base
- The golden rule for capacity - and why it protects everyone involved
- Signs of attorney abuse and what to do about it
- Why every business owner needs a Business LPA
8
The Kinvault Handover
45 minutes
The Will says what. The handover says how. Kinvault walkthrough, AUM retention, and partner portal demo.
- Why a Will alone leaves families in chaos - and what fills the gap
- What the Kinvault does for clients, families, and executors
- How we connect you to the family when your client dies - protecting your AUM
- Two routes: included with every referral, or bulk-buy for your wider client base
- The partner portal: refer, track, and manage in one place
Upcoming Sessions
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Why we built the Academy
Designed by former financial advisers and TEP-qualified estate planning lawyers. Built for what you actually need.
We don't teach you how to provide estate planning. We teach you how to spot the need, have the conversation, meet your Consumer Duty obligations - and protect your AUM when your client dies. (70% of heirs switch providers. The Academy equips you to close that gap.)
As a Consumer Duty Alliance Affiliate, we ask all introducing advisers to complete at least the two foundation sessions. Less than two hours. The core framework for every client conversation.
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