Course Category: Online CPD
-
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 […]
-
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. […]
-
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 […]
-
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 […]
-
Skipton Financial Planning and Advice Introduction
Skipton Financial Planning and Advice Introduction This CPD quiz will give you an introduction to the scale of unmet financial advice currently present. It will also give you information on how to you can become an introducer to Skipton Building Society. Whether you’re a financial adviser, or already have an existing relationship, Skipton’s proposition is […]
-
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 […]
-
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 […]
-
May Online CPD 2021
Trustee Powers of Maintenance In this month’s CPD paper, we will examine the powers given to trustees in relation to trust income under s31 of the Trustee Act 1925 (TA 1925). This power is known as the statutory power of maintenance and like its s32 counterpart, an understanding of how this power works is integral […]
-
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 […]
-
July Online CPD 2021
Trustee Powers of Advancement In this month’s CPD paper we will take a detailed look at the powers given to trustees in relation to trust capital under 32 of the Trustee Act 1925. This power is known as the statutory power of advancement and is an important part of the administration of a trust, whether […]
-
August Online CPD 2021
Cross-Border Estate Planning In this month’s CPD paper we will give an overview of the key points to consider when dealing with a testator with assets in multiple jurisdictions. We will consider domicile and the effect this has on inheritance tax (IHT), the advantages of having multiple separate situs wills vs a single multi-jurisdictional will, […]
-
September Online CPD 2021
Providing Services for Vulnerable Testators In this months CPD paper we will look at what we consider good practice when it comes to dealing with clients who are vulnerable in some way. We will cover what is meant by vulnerable, what a member should look out for as a marker for vulnerability, and what reasonable […]
-
October Online CPD 2021
Handling Complaints Professionally In this month’s CPD paper we will look at what we consider good practice when it comes to dealing with complaints. We will cover how to recognise a complaint, what a member can do to minimise complaints, and what procedures need to be adhered to when dealing with complaints if you are […]
-
June Online CPD 2020
June Online CPD 2020 – Correcting Mistakes in Wills: Rectification This month’s CPD will discuss the concept of rectification of wills. We will look at when rectification may be necessary, what kinds of mistakes it can fix, and the law surrounding when it may be carried out and what requirements need to be met. We […]
-
May Online CPD 2020
May Online CPD 2020 – Back to Basics: Formal Requirements for the Creation of a Will Barring the exception of privileged and statutory wills, a will must comply with the requirements set out by section 9 of the Wills Act 1837 to be valid. This month’s CPD will cover these formalities in detail as a […]