Courses

  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 […]

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

This programme is designed specifically to help you find, win and retain new clients and their associated revenues.

This course will provide an overview of the issues that may need to be taken into consideration when advising LGBTQ+ clients.

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

Join us for a day’s training at the College in Lincoln with this course designed to educate on contentious probate, including how to spot it, and traps for will writers to help you mitigate against it. The course will also include a series of interactive case studies and an update on relevant case law to […]

  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 […]

  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 […]

  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 – 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 […]