Courses

All Unlocking Your Appointment Potential The Practicalities of Assessing Mental Capacity CRM Business Development Courses How to Take Perfect Instructions The Impact of Divorce and Separation on Estate Planning Negligent Will Drafting Estate Planning Courses IHT The Will Validity Course Pensions and Death Common Pitfalls in Will Drafting Minimising Estate Disputes Probate Marketing Tax Practice Management Estate Planning & Trusts Drafting For Success - Sure Will Writer Lasting Powers of Attorney Deputyships All You Need To Know About Trusts Distance Learning Vulnerable Clients GDPR Online LPA Course

CCM Webinar Programme – Tax and Practice Management

  As we continue to develop our online training programme for 2024/25, we’re pleased to announce this new series of webinars delivered by Rob Newman of Carter Collins & Myer. Rob is no stranger to the College, having previously delivered courses for us on-site at our dedicated training centre in Lincoln. On the launch of […]

The Marketing Blueprint – For Will Writers

This intensive one-day course is designed specifically for estate planning professionals looking to implement proven systems for business growth.

Making a Lasting Power of Attorney

Covering the types of Lasting Power of Attorney to legislation, taking instructions, drafting and resolving issues, this course has it all.

Cross Border Estates Between the UK and Spain – Online via Zoom

  Tutor:  Roser Coll, Partner at Temis and Co International Lawyers   Have you ever encountered a client with Spanish assets?  Perhaps they already have a Spanish Will, or need advice on making one? This 3 hour course will serve as an introduction to the topics of Spanish Wills and Estates, and where to turn […]

Introduction to Estate Planning & Trusts

  Tutor:  Siobhan Rattigan-Smith This one-day course will enable students to get a better understanding of the way trusts are used in Wills and to confidently identify their client’s objectives. An explanation of the difference between bare and discretionary trusts and the protection these afford. The aim of the course is to be able to […]

An Introduction to Probate and Estate Administration

  Tutors:  Nick Ash TEP FSWW & Sara Sheppard TEP FSWW This 2-day course is designed to help you understand the probate process once a client has died and how to signpost your clients’ Executors to professional help.  In turn, an understanding of the probate process can assist when drafting Wills by knowing what happens when […]

Busting Dangerous Myths About the Family Trust on Divorce – Online via Zoom

Busting dangerous myths about the family trust on divorce – why discretionary interests are not protected and introducing the court’s unfettered power to vary certain trusts and settlements This advanced level course explores how the family courts can deal with beneficial interests, to include discretionary interests. It confronts the widely but wrongly held belief that […]

The Will Writer’s Guide to Minimising the Risk of Estate Disputes – Online via Teams

  This seminar will be a general discussion of Proprietary Estoppel claims and claims under the Inheritance (Provision for Family and Dependents Act) 1975 including strategies that can be taken to mitigate the risk of such claims being brought, and touching on relevant case law and examples from our own practice including a couple of […]

Common Pitfalls In Will Drafting – Tales From The Frontline – Online via Teams

  A seminar covering what we as contentious probate litigators find to be the most common problems we come across with Wills. To include: Issues arising from the incorrect witnessing of Wills Incorrect drafting to include a failure to substitutional gifts or properly drafted substitutional gifts; Partial intestacies Inappropriate/unwilling/missing executors A failure to take proper […]

Pensions and Death – taxing questions answered – Online via Zoom

  Tutor:  Adam Johnson   PENSIONS and DEATH – taxing questions answered Looking at the tax treatment of Money Purchase and Defined Benefit Pensions for clients on death. The advantages (and challenges) of pension spousal bypass trusts. Planning points for the estate planner to consider.   Dates 2025: 13th February 11th September Timings: 09:00 to […]