Courses

  • August Online CPD 2019

    1 Lessons

    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 […]

  • Distance Learning Course - Module 2

    15 Lessons

    There is no excerpt because this is a protected post.

  • Distance Learning Course - Module 1

    14 Lessons

    There is no excerpt because this is a protected post.

  • April Online CPD 2020

    1 Lessons

    March 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

    1 Lessons

    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

    1 Lessons

    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

    1 Lessons

    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 Lessons

    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 Lessons

    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 Lessons

    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 Lessons

    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 […]

  • July Online CPD 2019

    1 Lessons

    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 […]

  • June Online CPD 2019

    1 Lessons

    June Online CPD 2019 This month’s CPD will focus on the purpose of survivorship clauses in wills, why we use them, and when they should be avoided. We will also discuss the commorientes rules and the inheritance tax (IHT) problems that survivorship clauses can cause if misapplied. Please note that references in this paper to […]

  • May Online CPD 2019

    1 Lessons

    May Online CPD 2019 This month’s CPD will discuss the Inheritance (Provision for Family and Dependents) Act 1975 “the Act/the 1975 Act”. We will look at the background to the Act including who can make a claim, and what criteria must be met for a person to bring a claim, but the main focus will […]

  • April Online CPD 2019

    1 Lessons

    April Online CPD 2019 This month’s CPD paper follows on from the statutory powers of advancement covered last month. This time we will examine the powers given to trustees in relation to trust income under s31 of the Trustee Act 1925 (TA 1925). This power is known as the statutory power of maintenance and like […]