Course Category: Online CPD 2020
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January Online CPD 2024 - Understanding the STEP provisions (3rd Edition) – Part 2
Understanding the STEP provisions (3rd Edition) – Part 2 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 new 3rd edition of the STEP provisions as this is the most up to date version. Last month we […]
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February Online CPD 2024 - Trust Registration
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. […]
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March Online CPD 2024 - Failure of Gifts by Wills
Failure of Gifts by Will This month’s CPD will examine the many reasons why a gift made by Will may fail. This paper will look at the most common reasons for the failure of gifts, listed below, but practitioners should be aware that this list is non-exhaustive and gifts may fail for other reasons; […]
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April Online CPD 2024 - Back to Basics – Dealing with the family home
Back to Basics – Dealing with the family home Where testators own their own house or interest in the house it will usually be their principal asset. Accordingly, testators will be concerned to ensure that their will passes the house in a particular way; this may mean that no special action is required and […]
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June Online CPD 2021
Undue Influence and Wills Undue influence is an ever-present threat in the estate planning industry and one that will writers must be mindful of especially when dealing with clients who may be described as vulnerable. We must do all we can to ensure that a testator giving instructions for the preparation of their will is […]
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July Online CPD 2020
July Online CPD 2020 – Secret and Half Secret Trusts For this month’s CPD paper we are going to look at the mystery world of secret trusts and the differences between the two different types of secret trusts. The paper will also ensure we understand the justification for enforcing the two types of secret trusts […]
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August Online CPD 2020
August Online CPD 2020 – Nil Rate Band Discretionary Will Trusts 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 and benefits of nil rate band discretionary trusts (NRB […]
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September Online CPD 2020
September Online CPD 2020 – Inheritance (Provision for Family and Dependents) Act 1975 This month’s CPD will detail the Inheritance (Provision for Family and Dependents) Act 1975 “the 1975 Act”, who can make a claim under the Act, and what criteria the Courts will have regard to when considering such a claim. The Act received […]
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October Online CPD 2020
October Online CPD 2020 – Lasting Power of Attorney In this month’s CPD we are going to revisit Lasting Powers of Attorney. LPAs have increased in popularity in recent years, with recent figures released by the Office of the Public Guardian stating that as of July 2016 there were 1,953,734 registered LPAs. In 2015/16 alone […]
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November Online CPD 2020
November Online CPD 2020 – Testamentary Guardians Anyone writing a Will who is a parent to children under the age of 18 (minor children) should consider including a clause in their Will to appoint guardians. This will provide them with the peace of mind that people they know and trust will take care of their […]
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December Online CPD 2020
December Online CPD 2020 – Discretionary Will Trusts 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 taxation of discretionary trusts as well as disabled discretionary trusts. […]
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January Online CPD 2021
January Online CPD 2021 – Failure of Gifts by Will This month’s CPD will examine the many reasons why a gift made by Will may fail. This paper will look at the most common reasons for the failure of gifts, listed below, but practitioners should be aware that this list is non-exhaustive and gifts may […]
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February Online CPD 2021
February Online CPD 2021 – Executors This month’s CPD will discuss the particulars of the appointment of executors and who is entitled to apply for a grant of probate. This paper will not aim to cover the appointment of administrators. Please be sure to read the provided PDF notes before attempting the quiz. Click the […]
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March Online CPD 2021
March Online CPD 2021 – 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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April Online CPD 2021
Common mistakes to avoid when drafting instructions in Lasting Powers of Attorney A poorly drafted Lasting Power of Attorney (LPA) can lead to unnecessary stress and expense for the Donor or the draftsman, or in the worst cases leave a vulnerable person without any LPA in place at all. This month’s CPD will consider the […]