Course Category: Online CPD
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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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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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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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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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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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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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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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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 […]
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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 […]
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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, […]
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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 […]
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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 […]
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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 […]
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April Online CPD 2020
April Online CPD 2020 – 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.
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March Online CPD 2020
March Online CPD 2020 – Charitable Giving in Wills In this month’s CPD paper we will be examining the benefits of charitable gifting via wills. Some basic concepts of charitable bequests will be discussed but the main focus will be on the use of clauses gifting 10% of the testator’s net estate to charity in […]