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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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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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 […]
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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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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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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 […]