Introduction to Wills & Estate Planning Correspondence – 2018
As is the aim of the College we regularly review and update the courses available to the experienced practitioner and those coming into the profession for the first time. The Introduction to Wills & Estate Planning is no exception; this course is by way of distance learning or correspondence and is a complete and comprehensive online course with online notes, questions for self assessment and exams. In addition to the online material you will be given access to a development board and your own tutor. They will be on hand to provide support throughout your duration of the course as and when you would like assistance.
The course is split into three modules:
Module One comprises full details of the Law of Succession – everything the practitioner needs to know about the law dating back to the Wills Act 1837 and right up to date with all the changes and amendments. Why Wills are needed and how they work and how they can fail.
Module Two is an introduction to trusts and split into three different sections; details all the different types of will trusts, how they work and where to use them. It looks at lifetime gifts and tax planning before death as well as using the matrimonial home as part of a tax plan or strategy for both pre and post death arrangements. Section Two also covers Business and Agricultural Property Relief (BPR & APR) ensuring maximum use is made of the nil rate band and business relief’s of up to 100%.
Module Three gives delegates an understanding of both types of lasting powers of attorney. (Health and Welfare and Property and Finance)
All three modules £595 (for a limited time)
Throughout the course you will be required to complete tutor assessed assignments.
You have 12 months to complete the course.
If you have any question please email [email protected]
This course is online only and no course material can be printed.
How do I book?
To book, email [email protected] with your full name, address and date of birth. She will send you an invoice and set you up on the first module.
What happens once I have booked?
Once you have booked onto the course this will be acknowledged by the College Administrator. She will send you an invoice for payment. Once we confirm receipt of payment then you will recieve two emails. One will be an invitation to the support board where you can download details, template documents and get additional help and support. The second email will be your invitation to begin the course. You can then follow an intuitive learning support system which will take you through the course.
What about if I have a question whilst doing the course?
You have three options. Firstly email the tutor directly on the learning system by going to your mail. Secondly use the support board to leave a question or comment (this will be public) or thirdly, please email Diane (College Administrator) for help.
This course material is based on the law of England and Wales.