Distance Learning

ID:
DL001
PRICE
£595.00

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Distance Learning

Introduction to Wills & Estate Planning Correspondence

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 comes complete with notes, self test papers, manual and on-line tutor.

It 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; 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)

The whole manual, together with the prescribed reading “Private Client 2017” by Helen Cousal and Lesley King which is supplied, makes up a thorough source of reference and reading material for the future.

All three modules £595

Where a participant fails one of the three end of module exams, there will be a charge of £35 for each retake.

All exams are marked externally and could take up to 2 weeks before you are notified of your module score.

If you have any question please email diane@willwriters.com

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: diane@willwriters.com

Tel: 01522 687888 (Option 1)

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

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