Our Training
Courses
CPD-accredited specialist training across the full spectrum of Will writing and estate planning practice.
🏠Estate Planning
Holistic estate planning, probate, and the certificate distance learning course.
An Introduction to Probate and Estate Administration
A 2-day course on the probate process and estate administration, from death through to distribution.
Getting Started – an Introduction to Wills and Estate Planning Certificate Distance Learning Course
A complete online distance-learning certificate in Wills and estate planning, in four modules, studied at your own pace.
The Will Validity Course
Recognise and safeguard against challenges to a Will’s validity — capacity, undue influence, fraud and the formalities.
Will Drafting Toolkit
One day course covering a range of drafting tips, common pitfalls and practical recommendations that you may wish to incorporate into your practices.
🛡️Trusts
The law, uses, taxation, and pitfalls of trusts in modern estate planning.
Advanced Trusts Course
A 2-day advanced course on the law, uses, taxation, and pitfalls of trusts for experienced practitioners.
Residence Nil Rate Band – Tips, Traps and Trusts
A one-day course on the Residence Nil Rate Band: how it works, how it applies to trusts, and the traps to avoid.
📜Lasting Powers of Attorney
Drafting LPAs, Business LPAs, mental capacity, and later-life planning.
A Guide to Powers of Attorney
A self-paced online guide to Powers of Attorney, in three modules with self-tests.
Business LPA Drafting
How to advise on and draft Business LPAs to protect business-owning clients.
Making a Lasting Power of Attorney
Solicitor Craig Ward covers every aspect of LPAs, from instructions and drafting to advanced issues and case studies.
The Practicalities of Assessing Mental Capacity – via Zoom
Increase your competence and confidence in assessing mental capacity, with Tim Farmer and Danielle Roberts.
Vulnerable Clients and Later Life Planning – Online via Zoom
Understand long-term care funding and how to protect client assets in later-life planning.
📝Instruction Taking
Take clear, complete instructions and get the most from every appointment.
How to Take Perfect Instructions – Online via Teams
Boost your instruction-taking and reduce the risk of professional negligence.
Unlocking Your Appointment Potential – Online via Teams
A step-by-step breakdown of the client appointment, across all 20 sections.
💻Software
Get the most from will drafting and practice management software.
💷Tax
Inheritance tax planning and the tax treatment of pensions on death.
🌍Overseas Clients
Advise clients with foreign assets and cross-border estates.