Course Category: Online CPD
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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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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 […]
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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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March Online CPD 2026 - Business Relief
Business Relief Business Relief (BR) is a valuable inheritance tax relief available to business owners. This month’s CPD paper will offer an introduction to BR and the requirements a business must meet to qualify for the relief in light of the imminent changes to BR from 6 April 2026. Please note this paper will only […]
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May Online CPD 2024 - The ‘three certainties’ test
The ‘three certainties’ test In this month’s CPD paper we are aiming to provide members with a more traditional topic. This will aid those who are considering taking either a more traditional academic course such as the STEP diploma, Ilex or an LLB in Law. Click the link below to start the quiz.
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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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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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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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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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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 […]
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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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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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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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February Online CPD 2026 - Testamentary 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 and […]
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January Online CPD 2026 - The Chain of Representation
The Chain of Representation When a person dies, we must identify who has the authority to deal with their estate. But what if an executor dies before completing the administration of an estate that they themselves were the sole or last surviving proving executor of? This month’s SWW CPD topic discusses the concept of the […]