Introduction to Wills

11 April 2024by Chris Rattigan-Smith

The aim of this online based distance learning is to help with the general discussions that you will be having with clients in order to put their Wills in place. This course will cover the main points contained in the instruction form as well as provide a general overview to tax and the different types of trusts.

1. Introduction to Wills

Lessons

Welcome 1.1 Why Make a Will? 1.2 Intestacy 1.3 Taking Instructions 1.4 Family Provision 1.5 Mental Capacity 1.6 Validity of Wills 1.7 Revocation

2. Contents of a Will

Lessons

2.1 Executors and Trustees 2.2 Children and Guardians 2.3 Ownership and Gifts 2.4 Inheritance Tax 2.5 Businesses 2.6 Mirror Wills

3. Trusts

Lessons

3.1 Introduction to Trusts 3.2 Discretionary Trusts 3.3 Life Interest Trusts / IPDIs 3.4 Trusts for Minors and Young Persons 3.5 Trusts of Property 3.6 Disabled Person's Trusts 3.7 Flexible Life Interest Trusts 3.8 Nil Rate Band Discretionary Trusts 3.9 Business Property Relief Trusts

4. Other Matters

Lessons

4.1 Foreign Property 4.2 Survivorship Clauses/Conditions 4.3 Pets, Funerals and Organs 4.4 Trustee Powers & the STEP Provisions 4.5 Key Cases 4.6 Example Will