Courses

  “Tim Farmer is a multi-award winning author, expert witness and educator specialising in the assessment of mental capacity and client vulnerability. A thought-leader and innovator in the field of Mental Capacity since the inception of the Mental Capacity Act in 2005, his book ‘Grandpa on a Skateboard’ is a core text for many universities and […]

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 – 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 […]

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 […]