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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 […]
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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 […]
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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 […]
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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. […]
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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 […]
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October Online CPD 2020
October Online CPD 2020 – Lasting Power of Attorney In this month’s CPD we are going to revisit Lasting Powers of Attorney. LPAs have increased in popularity in recent years, with recent figures released by the Office of the Public Guardian stating that as of July 2016 there were 1,953,734 registered LPAs. In 2015/16 alone […]
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September Online CPD 2020
September Online CPD 2020 – Inheritance (Provision for Family and Dependents) Act 1975 This month’s CPD will detail the Inheritance (Provision for Family and Dependents) Act 1975 “the 1975 Act”, who can make a claim under the Act, and what criteria the Courts will have regard to when considering such a claim. The Act received […]
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August Online CPD 2020
August Online CPD 2020 – Nil Rate Band 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 and benefits of nil rate band discretionary trusts (NRB […]
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July Online CPD 2020
July Online CPD 2020 – Secret and Half Secret Trusts For this month’s CPD paper we are going to look at the mystery world of secret trusts and the differences between the two different types of secret trusts. The paper will also ensure we understand the justification for enforcing the two types of secret trusts […]
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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 […]
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March Online CPD 2024 - Failure of Gifts by Wills
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 fail for other reasons; […]
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February Online CPD 2024 - Trust Registration
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. […]
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January Online CPD 2024 - Understanding the STEP provisions (3rd Edition) – Part 2
Understanding the STEP provisions (3rd Edition) – Part 2 In this month’s CPD paper we will consider the STEP (Society of Trust and Estate Practitioners) provisions in detail. We will specifically be looking at the new 3rd edition of the STEP provisions as this is the most up to date version. Last month we […]
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December Online CPD 2023 - Understanding the STEP Provisions (3rd Edition)
Understanding the STEP Provisions (3rd Edition) In this month’s CPD paper we will consider the STEP (Society of Trust and Estate Practitioners) provisions in detail. We will specifically be looking at the 3rd edition of the STEP provisions as this is the most up to date version, so we will be considering the changes […]
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November Online CPD 2023 - Correcting Mistakes in Wills: Rectification
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 will also consider many […]