Discretionary Will Trusts Will based trusts are an important tool when it comes to estate planning, so understanding of the benefits of each trust and how they operate is key. This month’s CPD will focus on the uses, benefits and taxation of discretionary trusts as well as disabled discretionary trusts.
Welcome to the May online CPD for 2017. In this month’s CPD we are going to look at a secret trusts and ensure that the student can identify and distinguish between the two different types of secret trusts. The paper will also ensure we understand the justification for enforcing the two types of secret […]
Welcome to the April online CPD. This months CPD paper and quiz focuses on Inheritance (Provision for Family and Dependents) Act 1975. ‘This month’s CPD will detail the Inheritance (Provision for Family and Dependents) Act 1975 “the 1975 Act”, who can make a claim under the Act, and what criteria the Courts will have regard to […]
Welcome to the March online CPD. This month’s CPD will examine the many reasons why a gift made by Will may fail. This paper will look at the most common reasons for the failure of gifts, listed below, but practitioner’s should be aware that this list is non-exhaustive and gifts may fail for other reasons; […]
Welcome to the February online CPD. This months CPD paper and quiz focuses on a revisit to the RNRB. ‘On the 8 November 2016 HMRC released some much needed guidance on the upcoming Residential Nil Rate Band (RNRB) along with some case studies on how it will work in practice in a number of […]
Welcome to the January online CPD. Happy New Year! This months CPD paper and quiz focuses on the duty of care you have to your clients when preparing their Will. If you have any thoughts or comments don’t hesitate to get in touch. There are 15 questions. You require 80% to pass. You have […]
Welcome to the December online CPD. This months CPD paper and quiz focuses on the Inheritance and Trustee Powers Act 2014. If you have any thoughts or comments don’t hesitate to get in touch. There are 15 questions. You require 80% to pass. You have one attempt at each question. Please click the CPD name […]
Welcome to the November online CPD. This months CPD paper and quiz focuses on the important subject of Lasting Power of Attorney documents. If you have any thoughts or comments don’t hesitate to get in touch. There are 15 questions. You require 80% to pass. You have one attempt at each question. Please click the […]
Welcome to the October online CPD. This months CPD paper and quiz focuses on the important subject of revocation. If you have any thoughts or comments don’t hesitate to get in touch. There are 15 questions. You require 80% to pass. You have one attempt at each question. Please click the link under the ‘in […]
Welcome to the September online CPD. This months CPD paper and quiz follows on from the August CPD paper on compliance with our regulatory framework. The SWW’s Code of Practice is key to ensuring members treat customers fairly. There are 15 questions. You require 80% to pass. You have one attempt at each question. Please […]
For August the CPD topic will be the Society of Will Writers (SWW) Code of Practice. As we journey on into post-Brexitland it is becoming clear that regulation and compliance in the future will have a “home-grown” flavour. In time depending on the speed of the negotiated severance from EU law the law of England […]
This month we complete the detailed look at the Wills Act 1837. As will writers are aware the 1837 Wills Act (WA1837), as amended, supplies the detailed background legislation that must be followed whenever a will is drafted. The actual text of the Wills Act is provided along with the current amendments and commentary as […]
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