Course Category: Online CPD
-
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, […]
-
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 […]
-
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 […]
-
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 […]
-
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 […]
-
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 […]
-
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 […]
-
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. […]
-
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 […]