SWWEPP Wills and Estate Planning Certificate

The SWWEPP Wills and Estate Planning Certificate course is now in its 20th 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.

Download Course Details (PDF)

DURATION:
4 Days
ID:
SWWEPP
CREDIT:
20 Hours CPD
PRICE

Address

Chancery House, Whisby Way, Lincoln, LN6 3LQ   View map

SWWEPP Wills & Estate Planning Certificate Course

The SWWEPP Wills and Estate Planning Certificate course is now in its 20th 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. The course is continually developed by the College Tutors to maintain itself as the most effective introduction to estate planning.

Through this course you will learn that only by taking good clear instructions can you ever hope to produce a clear and unambiguous Will that reflects the client’s wishes. It will also give you a good grounding on trusts, especially the basic trusts in use today in most Wills, nil rate band discretionary trusts, IOU trusts and property trusts among others. For the full syllabus, please see the attached PDF below.

The fee for the course covers all four days, all refreshments and lunches as well as notes and the exam.

An examination follows the course in the form of an open book exam and can be taken at a time and place of your choosing (office hours only). This exam is sent to you via email and you have 3 hours to complete and return it for marking. Your result will then be emailed to you. Full instructions for sitting the exam will be given during the course.

 

2020 dates:

20th – 23rd July – CANCELLED DUE TO COVID

21st – 24th September – CANCELLED DUE TO COVID

26th – 29th October – CANCELLED DUE TO COVID

23rd – 26th November – CANCELLED DUE TO COVID

 

2021 Dates now Added:

18th – 21st January

22nd – 25th February

22nd – 25th March

26th – 29th April

24th – 27th May

21st – 24th June

26th – 29th July

27th – 30th September

25th – 28th October

22nd – 25th November

 

*THIS COURSE RELATES TO THE LAW AS IT APPLIES IN ENGLAND AND WALES AND DOES NOT COVER SCOTTISH LAW.*

Please do not book any accommodation or travel until your booking has been confirmed in writing from the College Administrator. Thank you. 

 

FEEDBACK –

“I’ve got to say that I was extremely impressed by the professionalism of the Company and Tutor, Siobhan.  Everything from the venue, food and refreshments to the course content and Tutor was excellent and I would be very proud to have such a successful friendly team.” – BN – 06/2019

“Thank you for providing such a professional and worthwhile course! I learned a lot and all my needs were provided for educationally etc and thank you for being so welcoming and supportive all that week.” – AK – 05/19

“The course fully met my expectations. Staff were fantastic overall and the catering was excellent.” – RS – 02/2019

“All staff made me feel very welcome from the get go and the lunch and facilities are excellent.” – NB – 04/2018

“Siobhan is a very good tutor. She takes a complicated subject breaks it down nicely. The facilities are great, lunch was varied and the hot option was tasty. The free carparking was ideal” TB – 05/2018

“Your team provide everything you could need when starting out. It was great to meet everyone and Siobhan was very knowledgable. I’m excited to start my business. Thank you.” DA – 05/2018

 

Accommodation is not included in the course cost.

Download Course Details (PDF)