Courses

  • April Online CPD 2021

    Common mistakes to avoid when drafting instructions in Lasting Powers of Attorney A poorly drafted Lasting Power of Attorney (LPA) can lead to unnecessary stress and expense for the Donor or the draftsman, or in the worst cases leave a vulnerable person without any LPA in place at all. This month’s CPD will consider the […]

  • March Online CPD 2021

    March Online CPD 2021 – 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 […]

  • Skipton Financial Planning and Advice Introduction

    1 Lessonin

    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 […]

  • 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 […]

  • 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 […]

  • 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. […]

  • 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 […]

  • 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 […]

  • 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 […]

  • 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 […]

  • 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 […]

  • 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 […]

  • 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 […]

  • 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.  

  • 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 […]