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DTSTART;TZID=UTC:20250107T110000
DTEND;TZID=UTC:20250311T120000
DTSTAMP:20241101T143816Z
CREATED:20241025T081657Z
LAST-MODIFIED:20241101T143816Z
UID:3140-1736247600-1741694400@todaysmedia.co.uk
SUMMARY:Probate administration and challenges: The need to knows - 10 Part Series
DESCRIPTION:The process of administering estates is becoming more complex due to a number of factors\, not only due to changes at the probate registry and HMRC but also because of economic changes. Digital assets\, crypto currency and bitcoin are becoming more commonplace\, and there are more widespread tax planning measures being undertaken by individuals in their lifetime due to the freezing of tax allowances for so long. \n\n\n \nIn addition\, claims are being made more regularly against estates. It has never been more essential to protect yourself and your firm from claims against will validity and learning the processes for making or receiving inheritance act claims\, and lodging caveats. \n\n\n \nThis 10 part series is designed to walk you through the process of an administration\, the forms to complete\, and dealing with challenges and claims. You will also learn some practical tips in respect of safeguarding your firm from these in the future. \n\n\n \nWhat You Will Learn: \n\n\n \nThis course will cover the following: \n\n\n \n\nThe initial stages of an administration\, and the processes involved\n\n\n\nWhether a grant is required\n\n\n\nThe different types of grant available\n\n\n\nThe IHT 400 and pitfalls including valuation issues\, disclosure of lifetime gifts\, APR ad BPR\n\n\n\nThe deceased’s tax position – Income tax\, CGT\n\n\n\nThe estate’s tax position – Income tax\, CGT\n\n\n\nCompleting the administration\n\n\n\nMissing beneficiaries and how to deal with them\n\n\n\nChallenges against Wills\n\n\n\nCaveats and how to deal with them\n\n\n\nLarke v Nugus\n\n\n\nInheritance Act Claims; when they can be made\, timescales and method\n\n\n\n \nWho Should Attend: \n\n\n \nThis course is suitable for practitioners wishing to move into this field\, those who require a refresher and for training paralegals and support staff to become more hands-on fee earners. \n\n\n \nLevel: \n\n\n \nAll levels can benefit from this seminar \n\n\n \nDates: \n\n\n \n\nTuesday 7th Jan 11am\n\n\n\nTuesday 14th Jan 11am\n\n\n\nTuesday 21st Jan 11am\n\n\n\nTuesday 28th Jan 11am\n\n\n\nThursday 6th Feb 1 pm\n\n\n\nTuesday 11th Feb 11am\n\n\n\nTuesday 18th Feb 11am\n\n\n\nTuesday 25th Feb 11am\n\n\n\nTuesday 4th March 1pm\n\n\n\nTuesday 11th March 11am\n\n \n \nThe process of administering estates is becoming more complex due to a number of factors\, not only due to changes at the probate registry and HMRC but also because of economic changes. Digital assets\, crypto currency and bitcoin are becoming more commonplace\, and there are more widespread tax planning measures being undertaken by individuals in their lifetime due to the freezing of tax allowances for so long. \n\n\n \nIn addition\, claims are being made more regularly against estates. It has never been more essential to protect yourself and your firm from claims against will validity and learning the processes for making or receiving inheritance act claims\, and lodging caveats. \n\n\n \nThis 10 part series is designed to walk you through the process of an administration\, the forms to complete\, and dealing with challenges and claims. You will also learn some practical tips in respect of safeguarding your firm from these in the future. \n\n\n \nWhat You Will Learn: \n\n\n \nThis course will cover the following: \n\n\n \n\nThe initial stages of an administration\, and the processes involved\n\n\n\nWhether a grant is required\n\n\n\nThe different types of grant available\n\n\n\nThe IHT 400 and pitfalls including valuation issues\, disclosure of lifetime gifts\, APR ad BPR\n\n\n\nThe deceased’s tax position – Income tax\, CGT\n\n\n\nThe estate’s tax position – Income tax\, CGT\n\n\n\nCompleting the administration\n\n\n\nMissing beneficiaries and how to deal with them\n\n\n\nChallenges against Wills\n\n\n\nCaveats and how to deal with them\n\n\n\nLarke v Nugus\n\n\n\nInheritance Act Claims; when they can be made\, timescales and method\n\n\n\n \nWho Should Attend: \n\n\n \nThis course is suitable for practitioners wishing to move into this field\, those who require a refresher and for training paralegals and support staff to become more hands-on fee earners. \n\n\n \nLevel: \n\n\n \nAll levels can benefit from this seminar \n\n\n \nDates: \n\n\n \n\nTuesday 7th Jan 11am\n\n\n\nTuesday 14th Jan 11am\n\n\n\nTuesday 21st Jan 11am\n\n\n\nTuesday 28th Jan 11am\n\n\n\nThursday 6th Feb 1 pm\n\n\n\nTuesday 11th Feb 11am\n\n\n\nTuesday 18th Feb 11am\n\n\n\nTuesday 25th Feb 11am\n\n\n\nTuesday 4th March 1pm\n\n\n\nTuesday 11th March 11am
URL:https://todaysmedia.co.uk/event/probate-administration-and-challenges-the-need-to-knows/
LOCATION:Online
CATEGORIES:Wills & Probate Training
ATTACH;FMTTYPE=image/jpeg:https://todaysmedia.co.uk/wp-content/uploads/2024/10/Training-Web-Images-3-e1730471891985.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250130T110000
DTEND;TZID=UTC:20250428T120000
DTSTAMP:20241206T112801Z
CREATED:20241205T163416Z
LAST-MODIFIED:20241206T112801Z
UID:3195-1738234800-1745841600@todaysmedia.co.uk
SUMMARY:Residential Conveyancing for Support Staff
DESCRIPTION:Kindly sponsored by InfoTrack\nFrom the experts IQ Legal Training and kindly sponsored by InfoTrack\, this extremely popular course explores the conveyancing process from start to finish looking at procedure and the law. It highlights good practice and explores what can go wrong in both sale and purchase transactions using practical examples and explains basic drafting techniques required for contracts and transfers. \nThis 12 part course will cover: \n\nBasic background land law\nOn boarding Clients – verifying identity and money laundering requirements\nAn overview of professional obligation owed by conveyancers and support staff\nThe conveyancing process –  a freehold sale and purchase of a residential property.\nThe key features of the Conveyancing Protocol\nLand Registration – practice and procedure\nDrafting Contracts\, Transfers\, Completing TA 13 and Land Registry Applications\nHow to advise clients\, due diligence and reporting on title.\nAvoiding common pitfalls\, negligence claims and complaints\n\nExtensive notes are provided and there are opportunities for delegate questions throughout the course. Each session is recorded and available on-demand for later review should you be unable to attend live\, or wish to review the session. \nSponsor Information: InfoTrack is pioneering the digitalisation of legal processes. A powerful suite of solutions across client onboarding\, identity verification\, e-signature\, and conveyancing services help to assure compliance\, enhance the client experience\, and improve productivity within law firms. Taking on the burden of labour-intensive\, high-risk administrative tasks within a single\, award-winning platform\, InfoTrack empowers firms to focus on delivering an exceptional client experience with every transaction.  \nWho Should Attend: The series is suitable for new business and sales managers\, support staff\, paralegals\, new recruits\, qualified lawyers wanting a refresher course and anyone who requires to upskill or learn about the conveyancing process. \nLevel: Beginner \nDates \n\n30th January 2025\n10th February 2025\n17th February 2025\n24th February 2025\n3rd March 2025\n10th March 2025\n24th March 2025\n31st March 2025\n7th April 2025\n14th April 2025\n21st April 2025\n28th April 2025\n\nSpeaker: Ian Quayle – IQ Legal Training
URL:https://todaysmedia.co.uk/event/residential-conveyancing-for-support-staff/
LOCATION:Online
CATEGORIES:Conveyancing Training
ATTACH;FMTTYPE=image/jpeg:https://todaysmedia.co.uk/wp-content/uploads/2024/12/Training-Web-Images-5-e1733417887664.jpg
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BEGIN:VEVENT
DTSTART;TZID=UTC:20250206T110000
DTEND;TZID=UTC:20250305T120000
DTSTAMP:20241101T143841Z
CREATED:20241025T075712Z
LAST-MODIFIED:20241101T143841Z
UID:3134-1738839600-1741176000@todaysmedia.co.uk
SUMMARY:An Introduction to Trusts and Taxation - 5 Part Series
DESCRIPTION:Trusts can sometimes be overlooked as an option for lifetime planning and their uses within estates\, however when prepared properly these can be great tools in a practitioner’s armoury to ensure that a client’s needs are met. \n\n\n\nProblems can arise however if the trust is not drafted properly\, and this has led to cases where the objectives of the trust may not be met\, or beneficiaries have lost out. \n\n\n\nTax complications can also cause problems and full advice and careful drafting should be done at the start to ensure the objectives of the trust are being met. \n\n\n\nThis 5-part seminar series will steer you on the right path and provide practical advice and processes to enable you to advise clients and navigate through the minefield of trust management. \n\n\n\nWhat You Will Learn: \n\n\n\nThis course will cover the following: \n\n\n\n\nThe most common types of trust:\n\nBare trusts\n\n\n\nLife interest trusts\n\n\n\nDiscretionary trusts\n\n\n\nPersonal injury trusts\n\n\n\nDisabled Persons trusts\n\n\n\n\n\nThe tax implications of Trusts\n\n\n\nCase law\n\n\n\nTrust drafting- layout\, standard clauses to include\, and practical tips\n\n\n\nCommon drafting errors to look out for\n\n\n\nAmending or varying a trust\n\n\n\nWinding up a trust- the pitfalls.\n\n\n\nThe TRS and the registration process\n\n\n\n\nWho Should Attend: \n\n\n\nThis course is suitable for fee earners and support staff of all levels working or starting in the area of Trusts\, whether setting them up in someone’s lifetime or managing them in a Will\, or on death. \n\n\n\nLevel: \n\n\n\nAll levels can benefit from this seminar \n\n\n\nDates: \n\n\n\n\nThursday 6th Feb 11am\n\n\n\nThursday 13th Feb 11am\n\n\n\nThursday 20th Feb 11am\n\n\n\nThursday 27th Feb 11am\n\n\n\nWednesday 5th March 11am
URL:https://todaysmedia.co.uk/event/an-introduction-to-trusts-and-taxation/
LOCATION:Online
CATEGORIES:Wills & Probate Training
ATTACH;FMTTYPE=image/jpeg:https://todaysmedia.co.uk/wp-content/uploads/2024/10/Training-Web-Images-3-1-e1730471916642.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250212T110000
DTEND;TZID=UTC:20250212T120000
DTSTAMP:20250110T140636Z
CREATED:20250110T140636Z
LAST-MODIFIED:20250110T140636Z
UID:3245-1739358000-1739361600@todaysmedia.co.uk
SUMMARY:Post Completion – avoid the issues
DESCRIPTION:This course\, brought to you by Today’s Training and IQ Legal Training\, examines some of the key issues that arise when considering post-completion. \nExpert speaker Zoe Upson\, a former law firm partner and head of conveyancing\, explores the areas of post-completion that so many firms find challenging; considering the headaches and delays and how they can be avoided with practical solutions. \nThis 1 hour session\, suitable for all levels and experience of residential conveyancers will explore: \n\nPractical hints and tips that you can use to iradicate requisitions and make the post-completion process more streamlined\nCommon pitfalls that delay registration\nWorking together and how it can speed things up\nHow to get that file closed as quickly as possible\nHow to manage the client’s expectations\n\nExtensive notes will be provided and time will be set aside for delegate questions \nPlease note\, the course fee is per person. \nThe session is recorded and will be available on demand if you are unable to join live. Please book your place and the recording will be circulated 48 hours after the live session to review on-demand. \nDates: \nWednesday 12th February 2025\, 11am (1 hour) \nWho Should Attend \n\nThis webinar is suitable for conveyancers of all levels\n\nLevel \n\nBeginner / Intermediate
URL:https://todaysmedia.co.uk/event/post-completion-avoid-the-issues/
LOCATION:Online
CATEGORIES:Conveyancing Training
ATTACH;FMTTYPE=image/jpeg:https://todaysmedia.co.uk/wp-content/uploads/2025/01/Training-Web-Images-1-e1736517902450.jpg
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