Courses

  • 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 […]

  • February Online CPD 2020

    February Online CPD 2020 – Understanding the STEP provisions – Part 2 In this month’s CPD paper we will consider the STEP (Society of Trust and Estate Practitioners) provisions in detail. We will specifically be looking at the 2nd edition of the STEP provisions as this is the most up to date version. Last month […]

  • January Online CPD 2020

    January Online CPD 2020 – Understanding the STEP provisions In this month’s CPD paper we will consider the STEP (Society of Trust and Estate Practitioners) provisions in detail. We will specifically be looking at the 2nd edition of the STEP provisions as this is the most up to date version. There are a lot of […]

  • December Online CPD 2019

    1 Lesson

    December Online CPD 2019 In this month’s CPD paper we will cover the anomaly that is digital assets. As the generation known as ‘millennials’ age and have families of their own they’re turning to estate planning. As this is a generation who have matured squarely in the information age, they’re also more likely to hold […]

  • November Online CPD 2019

    1 Lesson

    November Online CPD 2019 Undue influence is an ever-present threat in the estate planning industry, and one that will writers must be mindful of especially when dealing with clients who may be described as vulnerable. We must do all we can to ensure that a testator giving instructions for the preparation of their will is […]

  • October Online CPD 2019

    1 Lesson

    October Online CPD 2019 Age contingencies in wills are very common. Many testator’s wish to make gifts or leave a share of their estate to their beneficiaries’ subject to them having reached a certain age first. This is most often seen with gifts to the testator’s own children but does also extend to gifts to […]

  • September Online CPD 2019

    1 Lesson

    September Online CPD 2019 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. Click the link below […]

  • August Online CPD 2019

    1 Lesson

    August Online CPD 2019 In January 2018 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 […]

  • July Online CPD 2019

    1 Lesson

    July Online CPD 2019 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 common errors that even the professional draftsman can […]