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December Online CPD 2022 - Executors
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 link below to start […]
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January Online CPD 2023 - guardianship
Testamentary Guardianship 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 children after their death […]
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February Online CPD 2023 - Intestacy
Intestacy In this month’s CPD paper we will cover intestacy, including when an intestacy may occur and the specific rules of who will inherit under the rules of intestacy. We will also consider what property can pass by intestacy and the rules that govern who is entitled to act as an administrator in an […]
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March Online CPD 2023 - Advance Decisions
March Online CPD 2023 – 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 […]
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April Online CPD 2023 - Disabled Person’s Interests in Estate Planning
Disabled Person’s Interests in Estate Planning 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 disabled persons trusts. Please be sure […]
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May Online CPD 2023 - Section 33 of the Wills Act 1837
May Online CPD 2023 – Section 33 of the Wills Act 1837 This month’s paper will discuss the intricacies of section 33 of the Wills Act 1837 (WA 1837). The focus will be on what s33 does, when it applies, and importantly when it can cause problems in a will if it is not properly […]
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June Online CPD 2023 - Post Death Variations
Post Death Variations This month’s CPD will examine how an instrument or deed of variation can be used as an effective post death estate planning tool, its uses and why it might be advantageous to alter the distribution of an estate after death. In this paper we aim to provide practical knowledge to allow the […]
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July Online CPD 2023 - Conditional Gifts in Wills
Conditional Gifts in Wills In this month’s CPD we will be examine conditional gifts made within gifts in a will to ensure we understand how these work. In essence a condition may be a condition precedent or a condition subsequent depending on the wording of the clause but must be well thought out to ensure […]
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August Online CPD 2023 - Legacies, Abatement and Ademption
Legacies, Abatement and Ademption This month’s CPD paper will cover the legal meaning and operation of “abatement” and “ademption”. While these have been covered briefly in an earlier paper (Failure of Gifts) this paper will look at abatement and ademption in greater detail. Click the link below to start the quiz.
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September Online CPD 2023 - Secret and Half Secret Trusts
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 and make sure we […]
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October Online CPD 2023 - Creation and Termination of Ordinary Power of Attorney
Creation and Termination of Ordinary Power of Attorney For this month’s CPD paper we will consider the often-overlooked Ordinary Power of Attorney (OPA). We will discuss what this document is, who can make one, and what the benefits of having an OPA in place are. We’ll also discuss how they compare to their more […]
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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 […]
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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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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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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. […]