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May Online CPD 2019
May Online CPD 2019 This month’s CPD will discuss the Inheritance (Provision for Family and Dependents) Act 1975 “the Act/the 1975 Act”. We will look at the background to the Act including who can make a claim, and what criteria must be met for a person to bring a claim, but the main focus will […]
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April Online CPD 2019
April Online CPD 2019 This month’s CPD paper follows on from the statutory powers of advancement covered last month. This time 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 […]
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Distance Learning Course - Module 1
There is no excerpt because this is a protected post.
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Distance Learning Course - Module 2
There is no excerpt because this is a protected post.
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March Online CPD 2019
March Online CPD 2019 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 […]
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February Online CPD 2019
February Online CPD 2019 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. Click the link below to start the quiz.
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January Online CPD 2019
January Online CPD 2019 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 […]
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December Online CPD 2018
December Online CPD 2018 Earlier this year the Office of Tax Simplification was asked by the Chancellor of the Exchequer to conduct a wide review into inheritance tax (IHT), looking into it from both a technical and administrative standpoint. The report received a record amount of responses from a wide variety of people effected by […]
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November Online CPD 2018
November Online CPD 2018 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 2018
October Online CPD 2018 In this month’s CPD we are going to take a general look at 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 there […]
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September Online CPD 2018
September Online CPD 2018 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 […]
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August Online CPD 2018
August Online CPD 2018 For this month’s paper we’re delving into a more theoretical area of succession law and covering donations mortis causa (singular: donation mortis causa) or DMC’s for short. DMC’s occupy an interesting space between lifetime gifts and gifts by will, so let’s take a look at the requirements of making one and […]
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July Online CPD 2018
July Online CPD 2018 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.
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June Online CPD 2018
June Online CPD 2018 This month’s paper will look at definitions and rules of construction affecting beneficiaries. It is important that the instruction taker and the will drafter, who may not necessarily be the same person, ensure that the testator’s wishes are interpreted with absolute certainty. To ensure that a legacy passes to the correct […]
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May Online CPD 2018
May Online CPD 2018 The Immediate Post Death Interest (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 so Will Writers can strengthen their understanding of what they do […]