Whether you’re looking to build confidence in a new area of estate planning or refresh your understanding of a specialist topic, WillPack Short Courses provide focused, practical training designed specifically for professionals working in wills, trusts and estate planning.
Delivered live online, each Short Course is completed in just 3 hours, making it easy to enhance your technical knowledge without losing an entire day to training. Every session is designed to be directly relevant to the real-world situations practitioners encounter every day.
Why Attend?
✔ Focused 3-hour sessions that fit around your workload
✔ Practical guidance you can apply immediately with clients
✔ Ideal for will writers, estate planners, financial advisers and related professionals
✔ Cost-effective CPD and professional development
Fees
| Attendee Type | Price |
|---|---|
| WillPack Partners | £50 + VAT |
| Non-Partners | £75 + VAT |
Booking
To book a place, please email [email protected].
Current Short Courses
Introduction to Businesses and Will Planning
Advising a business owner can introduce additional considerations that need to be addressed as part of their estate planning.
This course provides an introduction to the different types of business structure you may encounter and the key issues to consider when preparing wills for business owners. We will look at what happens to business interests on death, the importance of reviewing governing documents and succession arrangements, and how these can interact with the terms of the will.
The session will also introduce some of the key inheritance tax considerations relevant to business owners and highlight areas where further advice may be required.
Dates
25 February 2027 – 10:00 – 13:00
Introduction to the 1975 Act
The Inheritance (Provision for Family and Dependants) Act 1975 is an important consideration when advising clients on their wills, particularly where someone is being excluded or receiving less than they might expect.
This course provides a practical introduction to the Act, looking at who may be able to bring a claim against an estate, the circumstances in which a claim might arise and the factors a court may take into account.
We will also consider how the risk of a potential claim can influence the will planning process and the practical steps practitioners should consider when advising clients whose wishes could result in a future challenge.
Dates
4 March 2027 – 13:00 – 16:00
Will Planning for Unmarried Couples
Unmarried couples can face very different estate planning considerations from married couples and civil partners, making careful will planning particularly important.
This course looks at some of the key issues practitioners should be aware of when advising unmarried couples. We will consider the implications of intestacy, inheritance tax, and how different will structures can be used to meet a couple’s objectives.
The session will also look at some of the common complications that can arise, including children from previous relationships.
Dates
11 March 2027 – 13:00 – 16:00
NRB Discretionary Trusts
Nil Rate Band Discretionary Trusts may no longer be needed for the inheritance tax planning reasons for which they were historically used, but that does not mean they have become redundant.
This course looks at how NRB Discretionary Trusts operate, the historical reasons why they used to be frequently used and the circumstances in which they can provide useful IHT planning. flexibility or protection.
Dates
18 March 2027 – 10:00 – 13:00