Courses

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 […]

  *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 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 […]

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 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 […]

This 2-day advanced course is for practitioners who require a more in-depth knowledge of trusts, the law that underpins them, their uses and pitfalls. The course will assume a working knowledge of the normal will and lifetime trusts that most estate planners use daily and build on that.* Importantly the course will focus on what […]

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 […]

Business LPA Drafting This is the 2024 Business LPA course complete with updates. Business LPAs allow business owners to protect their business. Without one, their business is at risk. If they lacked capacity and they didn’t have a business LPA, the bank could freeze their bank account, contracts or services might go unfulfilled, the business […]

Special Offer – book both days together and save £50

The SWWEPP Wills and Estate Planning Certificate course is now in its 27th successful year, and year on year, more students are signing up to this course as a ‘fast-track’ entry into Estate Planning profession as well as membership to the Society of Will Writers.