Courses

  • May Online CPD 2021

    1 Lessonin ,

    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 […]

  • April Online CPD 2022

    1 Lessonin

    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 […]

  • March Online CPD 2022

    1 Lessonin ,

    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; […]

  • February Online CPD 2022

    1 Lessonin ,

    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 […]

  • January Online CPD 2022

    1 Lessonin ,

    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 […]

  • December Online CPD 2021

    1 Lessonin ,

    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 […]

  • November Online CPD 2021

    1 Lessonin ,

    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 […]

  • October Online CPD 2021

    1 Lessonin ,

    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 […]

  • September Online CPD 2021

    1 Lessonin ,

    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 […]

  • August Online CPD 2021

    1 Lessonin ,

    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, […]

  • July Online CPD 2021

    1 Lessonin ,

    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 […]

  • June Online CPD 2021

    1 Lessonin ,

    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 […]

  • April Online CPD 2024 - Back to Basics – Dealing with the family home

    1 Lessonin

    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 […]

  • April Online CPD 2021

    1 Lessonin ,

    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 […]

  • March Online CPD 2021

    1 Lessonin ,

    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 […]