Course Category: Online CPD

  • September Online CPD 2024 - Nil Rate Band Discretionary Will Trusts

    1 Lessonin ,

    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 Trusts). Please note that references […]

  • May Online CPD 2025 - Variation of Trusts

    1 Lessonin

    Variation of Trusts In this month’s CPD we will examine the rules in relation to the variation of trusts in England & Wales, both with and without court intervention. We will consider the reasons for varying a trust and what powers exist to do so. Click the link below to start the quiz.

  • April Online CPD 2025 - UK GDPR

    1 Lessonin

    UK GDPR – an overview In this month’s CPD paper we will explore the UK General Data Protection Regulation (UK GDPR for short), which came into effect from the 1st of January 2021 and sits alongside the Data Protection Act 2018 (DPA 2018). Click the link below to start the quiz.

  • March Online CPD 2025 - Conditional Gifts in Wills

    1 Lessonin

    Conditional Gifts in Wills In this month’s CPD we will examine conditional gifts made within a will. In essence a condition may be a condition precedent or a condition subsequent depending on the wording of the clause, but must be well thought out to ensure its validity. By necessity this will be a very case […]

  • February Online CPD 2025 - Inheritance (Provision for Family and Dependents) Act 1975

    1 Lessonin

    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 much media attention in 2017 […]

  • January Online CPD 2025 - Common Mistakes With LPAs

    1 Lessonin

    Common Mistakes With LPAs 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 common errors that even the professional draftsman can […]

  • December Online CPD 2024 - Undue Influence

    1 Lessonin ,

    Undue Influence 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 acting as […]

  • November Online CPD 2024 - Testamentary Capacity

    1 Lessonin ,

    Testamentary Capacity In this month’s CPD paper we will consider the principles of capacity as they relate to will writing. Click the link below to start the quiz.

  • October Online CPD 2024 - Immediate Post Death Interests

    1 Lessonin ,

    Immediate Post Death Interests The Immediate Post Death Interest (IPDI) trust should be well known among Will Writers as it is a great protective tool in the estate planning kit. This month’s CPD paper will aim to cover the finer details of the IPDI so Will Writers can strengthen their understanding of what they do […]

  • June Online CPD 2025 - Meaning of Children

    1 Lessonin

    Meaning of ‘Children’ in Wills, Trusts and Intestacy In this month’s CPD paper we will examine how various references to children are determined when drafting and interpreting wills and trust documents. We will also consider the ordinary meaning of ‘children’ in intestacy. It will also cover more niche issues such as children born as a […]

  • August Online CPD 2024 - Discretionary Will Trusts

    1 Lessonin ,

    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 an overview of the taxation of discretionary trusts as well as disabled persons trusts.   […]

  • July Online CPD 2024 - Survivorship Clauses in Wills

    1 Lessonin ,

    Survivorship Clauses in Wills This month’s CPD will focus on the purpose of survivorship clauses in wills, why we use them, and when they should be avoided. We will also discuss the commorientes rules and the inheritance tax (IHT) problems that survivorship clauses can cause if misapplied. Please note that references in this paper to […]

  • June Online CPD 2024 - Gifts of Pets in Wills

    1 Lessonin ,

    Gifts of Pets in Wills A testator who has pet animals is often concerned with what will happen to those animals in the event of their death, often wishing to leave some provision in place to make sure the animals needs are met or they’re placed with an appropriate animal charity. In this month’s CPD […]

  • May Online CPD 2023 - Section 33 of the Wills Act 1837

    1 Lessonin ,

    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 […]

  • April Online CPD 2023 - Disabled Person’s Interests in Estate Planning

    1 Lessonin ,

    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 […]