Courses

  This seminar will be a general discussion of Proprietary Estoppel claims and claims under the Inheritance (Provision for Family and Dependents Act) 1975 including strategies that can be taken to mitigate the risk of such claims being brought, and touching on relevant case law and examples from our own practice including a couple of […]

  A seminar covering what we as contentious probate litigators find to be the most common problems we come across with Wills. To include: Issues arising from the incorrect witnessing of Wills Incorrect drafting to include a failure to substitutional gifts or properly drafted substitutional gifts; Partial intestacies Inappropriate/unwilling/missing executors A failure to take proper […]

  Tutor:  Adam Johnson   PENSIONS and DEATH – taxing questions answered Looking at the tax treatment of Money Purchase and Defined Benefit Pensions for clients on death. The advantages (and challenges) of pension spousal bypass trusts. Planning points for the estate planner to consider.   Dates 2024: 12th September Timings: 09:00 to 12:30 CPD […]

  Tutor:  Antony Brinkman This course is a step-by-step breakdown of the client appointment. From the preparation before the appointment, through the greeting, fact-finding, presentation of solutions, closing of the sale, instruction-taking, handling of common problems in the appointment right through to the successful conclusion of the meeting. It covers an in-depth breakdown of the […]

  Tutor:  Antony Brinkman Most of the clients we see and the circumstances under which we conduct our business are, thankfully, quite “normal”.  There will not be any question about their mental capacity or any concerns about duress or unnecessary pressures.  But sometimes there will be.  It is at these times when your knowledge of […]

Many business owners lack the basic skills when it comes to finding the right prospect leads, along with assuming and often expecting their prospects to pick the phone up & contact them.  Understanding the customer journey, wearing their shoes for a day, really interrogating, knowing, and understanding your data such as how much does it […]

FACT – every business needs to find new customers, selling is about telling.  This workshop is aimed at those who are serious about finding new customers and who want to develop their current customer base to buy more.  This is aimed at business owners who ultimately want to grow their business using tried and tested […]

Brand new course for 2020! Making a will is fairly straightforward, making a valid one takes a little more time. This course aims to demonstrate how to draft a negligent will. In drafting such a will practitioners will develop their skills in identifying problems and pitfalls in drafting practice. The course updates practitioners with current […]

Divorce and separation in later generations can jeopardise your clients’ best laid plans. Separation and divorce can dramatically impact the estate planning arrangements made by the couple’s parents. This often results in unforeseen and unattractive consequences. Family wealth that had been intended to pass down through the generations can be diverted out of the family, […]

  Get the most out of your Sure Will Writer! Sure Will Writer has had a CRM (client relationship management) system included as part of your subscription since launch, but are you fully utilising this? If you want to learn more about what the CRM system can do and how to tailor it to yourself […]