Courses

All Estate Planning Courses IHT Vulnerable Clients The Will Validity Course Estate Planning & Trusts Unlocking Your Appointment Potential Drafting For Success - Sure Will Writer GDPR Pensions and Death Equity Release Online LPA Course Lasting Powers of Attorney The Practicalities of Assessing Mental Capacity Deputyships CRM All You Need To Know About Trusts Business Development Courses How to Take Perfect Instructions The Impact of Divorce and Separation on Estate Planning Distance Learning Negligent Will Drafting

Inheritance Tax – Beyond Drafting Wills

This course is designed to help will writers who already deal with clients that face an Inheritance Tax liability in their practices understand the Inheritance Tax planning solutions available beyond drafting wills. It is designed to understand how some of the wider Inheritance Tax planning schemes work; how they might be applicable to your clients […]

How to Take Perfect Instructions

How to Take PERFECT Instructions – Every Time! Tutor:  Antony Brinkman Whether you are new to the industry or have been an Estate Planner for the last 30 years, this course will boost your instruction-taking to a new level!! The course will answer the following questions, and more: What is the single most important skill […]

A Guide to Powers of Attorney

As part of the College of Will Writing’s commitment to the education of active practitioners within the Will Writing arena, we have prepared an online LPA course. This course has been written and developed by Siobhan Rattigan who is a lead tutor for the College of Will Writing. This course covers the necessary elements regarding […]

Enterprise Opportunity

Are you looking for a new career? Have you ever wanted to set up and run your own business? Wanting to start a Will Writing business? Then the College of Will Writing may have just the answer. Why not become a member of The Society of Will Writers through the College and start your own […]

Psychopomp: Leading the Legacy (online course)

  *NOT AVAILABLE TO BOOK AT PRESENT* Much like the spirit, it is your role to guide your client through a proper estate plan. Every client and every family and every situation will be different, and only through a proper understanding of their individual needs and how best to serve them can you effectively achieve […]

GDPR Essentials

GDPR Essentials 1-Day Course This is a 1-day training course to support the development of individual understanding of the GDPR (General Data Protection Regulation). Course Aim: For the delegate to be able to understand Data Protection Law and the EU GDPR an outline the obligations that the regulations impose on organisations and individuals, and the […]

Vulnerable Clients and Later Life Planning

Long term care is perhaps the greatest threat to any estate and is the largest barrier to preventing clients passing their assets to their families. As we are living ever longer, we are also finding that we are requiring ever more complex and expensive care to cope with our longevity. How this care is funded […]

Getting Started – an Introduction to Wills and Estate Planning Certificate Distance Learning Course

Getting Started – an Introduction to Wills and Estate Planning Certificate Distance Learning Course 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 […]

Lifetime Trusts and Their Practical Uses

  Dates have yet to be confirmed so watch this space !   A two day trust course designed for delegates with an already existing basic knowledge of trusts. This course is a good follow on from our one day introduction to trusts course and provides a more in depth understanding of trusts and their […]

Deputyships

Deputy Applications: Financial and Health & Welfare  5 hours CPD On occasions we go to take instructions and find the client’s capacity is at best questionable. Either we walk away and lose a client or advise on deputy application.   Deputy orders are similar to Lasting Powers of Attorney, except the process of making them […]