Course Category: Online CPD
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January Online CPD 2023 - guardianship
Testamentary Guardianship 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 children after their death […]
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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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April Online CPD 2022
Immediate Post Death Interests In this month’s CPD we are going to consider the Immediate Post Death Interest (IPDI). The 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 […]
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May Online CPD 2022
Mutual Wills and Other Restrictions In this month’s CPD we are going to look at various factors which could have a limiting effect on how a testator distributes their estate. The main focus will be on the doctrine of mutual wills, but contracts to leave property by will and proprietary estoppel will also be considered. […]
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June Online CPD 2022
The 1837 Wills Act: This month we will be having a detailed look at several sections from the Wills Act 1837. As will writers are aware the 1837 Wills Act (WA1837), as amended, supplies the detailed background legislation that must be followed whenever a will is drafted. The actual text of the Wills Act is […]
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July Online CPD 2022
The 1837 Wills Act: This month we continue the detailed look at the Wills Act 1837. As will writers are aware the 1837 Wills Act (WA1837), as amended, supplies the detailed background legislation that must be followed whenever a will is drafted. The actual text of the Wills Act is provided along with the current […]
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August Online CPD 2022
The 1837 Wills Act: This month we complete the detailed look at the Wills Act 1837. As will writers are aware the 1837 Wills Act (WA1837), as amended, supplies the detailed background legislation that must be followed whenever a will is drafted. The actual text of the Wills Act is provided along with the current […]
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September Online CPD 2022
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. Please […]
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October Online CPD 2022 - Business Property Relief
Business Property Relief Business Property Relief (BPR) is one of the most valuable tax reliefs available to business owners. This month’s CPD paper will offer an introduction to BPR and the requirements a business must meet to qualify for the relief. Please be sure to read the provided PDF notes before attempting the quiz. Click […]
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November Online CPD 2022 - Construction of Wills
Construction of Wills This month’s CPD will discuss the construction of wills and the general principles that apply to the interpretation of wills. Knowledge of these rules will help the drafter understand the importance of clear drafting and the problems that can arise where the meaning of a will is not clear and needs […]
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December Online CPD 2022 - Executors
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 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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February Online CPD 2023 - Intestacy
Intestacy In this month’s CPD paper we will cover intestacy, including when an intestacy may occur and the specific rules of who will inherit under the rules of intestacy. We will also consider what property can pass by intestacy and the rules that govern who is entitled to act as an administrator in an […]