Course Category: Online CPD 2020
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April Online CPD 2023 - Disabled Person’s Interests in Estate Planning
Disabled Person’s Interests in Estate Planning Will based trusts are an important tool when it comes to estate planning, so understanding of the benefits of each trust and how they operate is key. This month’s CPD will focus on the uses, benefits, and an overview of the taxation of disabled persons trusts. Please be sure […]
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August Online CPD 2021
Cross-Border Estate Planning In this month’s CPD paper we will give an overview of the key points to consider when dealing with a testator with assets in multiple jurisdictions. We will consider domicile and the effect this has on inheritance tax (IHT), the advantages of having multiple separate situs wills vs a single multi-jurisdictional will, […]
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September Online CPD 2021
Providing Services for Vulnerable Testators In this months CPD paper we will look at what we consider good practice when it comes to dealing with clients who are vulnerable in some way. We will cover what is meant by vulnerable, what a member should look out for as a marker for vulnerability, and what reasonable […]
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October Online CPD 2021
Handling Complaints Professionally In this month’s CPD paper we will look at what we consider good practice when it comes to dealing with complaints. We will cover how to recognise a complaint, what a member can do to minimise complaints, and what procedures need to be adhered to when dealing with complaints if you are […]
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November Online CPD 2021
Negligence: A Background In this month’s CPD paper we will look at what constitutes professional negligence and the key case law that forms the basis for this area of law as it relates to will writing. Please be sure to read the provided PDF notes before attempting the quiz. Click the link below to start […]
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December Online CPD 2021
Trust Registration In this month’s CPD paper we will look at the Trust Registration Service (TRS) and the ways in which the Fifth Money Laundering Directive (MLD5) has expanded trustees’ TRS obligations. We’ll also take a look at what types of trust now need to be registered under the new rules and when. Please be […]
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January Online CPD 2022
Age conditions in Wills and their effects Age contingencies in wills are very common. Many testator’s wish to make gifts or leave a share of their estate to their beneficiaries’ subject to them having reached a certain age first. This is most often seen with gifts to the testator’s own children but does also extend […]
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February Online CPD 2022
Gifts with Reservation of Benefit & Pre-Owned Assets In this month’s CPD we are going to ensure that you can clearly understand the rule of gifts with reservation of benefit and pre-owned assets tax. This article will allow you to be able to identify a number of points which will aid you in examining your […]
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March Online CPD 2022
Revocation of Wills In this month’s CPD we are going to consider the ways in which a will or sections of a will can be revoked. A Will is ambulatory in nature and may be revoked by the testator at any point during their lifetime provided they still have the mental capacity to do so; […]
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March Online CPD 2023 - Advance Decisions
March Online CPD 2023 – Advance Decisions This month’s paper will look at advance decisions, which you’ve also probably seen referred to as advance directives or living wills. We will aim to examine what they do, why a person might want one and the requirements for an advance decision to be valid. Please be sure […]
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July Online CPD 2021
Trustee Powers of Advancement In this month’s CPD paper we will take a detailed look at the powers given to trustees in relation to trust capital under 32 of the Trustee Act 1925. This power is known as the statutory power of advancement and is an important part of the administration of a trust, whether […]
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May Online CPD 2023 - Section 33 of the Wills Act 1837
May Online CPD 2023 – Section 33 of the Wills Act 1837 This month’s paper will discuss the intricacies of section 33 of the Wills Act 1837 (WA 1837). The focus will be on what s33 does, when it applies, and importantly when it can cause problems in a will if it is not properly […]
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June Online CPD 2023 - Post Death Variations
Post Death Variations This month’s CPD will examine how an instrument or deed of variation can be used as an effective post death estate planning tool, its uses and why it might be advantageous to alter the distribution of an estate after death. In this paper we aim to provide practical knowledge to allow the […]
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August Online CPD 2023 - Legacies, Abatement and Ademption
Legacies, Abatement and Ademption This month’s CPD paper will cover the legal meaning and operation of “abatement” and “ademption”. While these have been covered briefly in an earlier paper (Failure of Gifts) this paper will look at abatement and ademption in greater detail. Click the link below to start the quiz.
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December Online CPD 2023 - Understanding the STEP Provisions (3rd Edition)
Understanding the STEP Provisions (3rd Edition) In this month’s CPD paper we will consider the STEP (Society of Trust and Estate Practitioners) provisions in detail. We will specifically be looking at the 3rd edition of the STEP provisions as this is the most up to date version, so we will be considering the changes […]