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June Online CPD 2025 - Meaning of Children
Meaning of ‘Children’ in Wills, Trusts and Intestacy In this month’s CPD paper we will examine how various references to children are determined when drafting and interpreting wills and trust documents. We will also consider the ordinary meaning of ‘children’ in intestacy. It will also cover more niche issues such as children born as a […]
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July Online CPD 2025 - 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. Click the link below to start the quiz.
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August Online CPD 2025 - Post-Death Variations
Post-Death Variations This CPD update explores how an instrument or deed of variation can be used as an effective post-death estate planning tool. It provides practical knowledge for will writers to advise clients on redistributing an estate after death to better meet family needs or mitigate tax. Throughout this paper the term ‘deed of variation’ […]
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September Online CPD 2025 - Advance Decisions
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. Click the link below to start the quiz.
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October Online CPD 2025 - Estate Planning for Cohabitants
Estate Planning for Cohabitants This month’s paper will look at will drafting challenges for cohabitants. We will aim to examine what makes will drafting more complex for non-traditional or blended family structures, why these issues arise, and what key legal and practical points advisers should consider when advising the modern family. For the avoidance of […]
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November Online CPD 2025 - Section 33
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 considered. We will also discuss […]
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December Online CPD 2025 - Handling Complaints Professionally
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 […]
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January Online CPD 2026 - The Chain of Representation
The Chain of Representation When a person dies, we must identify who has the authority to deal with their estate. But what if an executor dies before completing the administration of an estate that they themselves were the sole or last surviving proving executor of? This month’s SWW CPD topic discusses the concept of the […]
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February Online CPD 2026 - Testamentary 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 and […]
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March Online CPD 2026 - Business Relief
Business Relief Business Relief (BR) is a valuable inheritance tax relief available to business owners. This month’s CPD paper will offer an introduction to BR and the requirements a business must meet to qualify for the relief in light of the imminent changes to BR from 6 April 2026. Please note this paper will only […]
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April Online CPD 2026 - Charitable Gifting in Wills
Charitable Gifting in Wills In this month’s CPD paper we will be examining the benefits of charitable gifting via wills. Some basic concepts of charitable bequests will be discussed but the main focus will be on the use of clauses gifting 10% of the testator’s net estate to charity in order to qualify for a […]
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June Online CPD 2020
June Online CPD 2020 – 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 […]
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May Online CPD 2020
May Online CPD 2020 – Back to Basics: Formal Requirements for the Creation of a Will Barring the exception of privileged and statutory wills, a will must comply with the requirements set out by section 9 of the Wills Act 1837 to be valid. This month’s CPD will cover these formalities in detail as a […]
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April Online CPD 2020
April Online CPD 2020 – Testamentary Capacity In this month’s CPD paper we will consider the principles of capacity as they relate to will writing. Click the link below to start the quiz.
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March Online CPD 2020
March Online CPD 2020 – Charitable Giving in Wills In this month’s CPD paper we will be examining the benefits of charitable gifting via wills. Some basic concepts of charitable bequests will be discussed but the main focus will be on the use of clauses gifting 10% of the testator’s net estate to charity in […]