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.

  • 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 […]

  • March Online CPD 2019

    1 Lessons

    March Online CPD 2019 In this month’s CPD paper we will take a detailed look at the powers given to trustees in relation to trust capital under 32 of the Trustee Act 1925. This power is known as the statutory power of advancement and is an important part of the administration of a trust, whether […]

  • February Online CPD 2019

    1 Lessons

    February Online CPD 2019 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. Click the link below to start the quiz.  

  • January Online CPD 2019

    1 Lessons

    January Online CPD 2019 In this month’s CPD paper we will cover intestacy, including when an intestacy may occur and the specific rules of who will inherit under the rules of intestacy. We will also consider what property can pass by intestacy and the rules that govern who is entitled to act as an administrator […]

  • December Online CPD 2018

    1 Lessons

    December Online CPD 2018 Earlier this year 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 […]

  • November Online CPD 2018

    1 Lessons

    November Online CPD 2018 This month’s CPD will discuss the construction of wills and the general principles that apply to the interpretation of wills. Knowledge of these rules will help the drafter understand the importance of clear drafting and the problems that can arise where the meaning of a will is not clear and needs […]

About

The primary aims of the College are to secure proper public recognition of the professional status of the Will Writing practitioners and to raise and maintain the standards of knowledge, understanding and competence within the profession. The College regards these aims as mutually inclusive and recognises the diversity of entrants into the profession, the wide range of vocational needs, and the nature and degree of support that is obtained from the organisation of which one is associated.

Contact Us

Email: [email protected]

Tel: 01522 687888 (Option 1)

College of Will Writing,
Chancery House
Whisby Way
Lincoln
LN6 3LQ

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