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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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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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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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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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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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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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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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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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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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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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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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November Online CPD 2022 - Construction of Wills
Construction of Wills This month’s CPD will discuss the construction of wills and the general principles that apply to the interpretation of wills. Knowledge of these rules will help the drafter understand the importance of clear drafting and the problems that can arise where the meaning of a will is not clear and needs […]
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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 […]
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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 […]
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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 […]