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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-
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 [email protected]