12 events found.
Wills & Probate Training
Events
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Overcoming Challenges when Drafting LPAs – An LPA Masterclass series
OnlineThis 5 part masterclass covers everything you need to know about drafting Lasting Powers of Attorney for clients. Brought to you by Scott Walker and Today’s Training, you will learn how to draft LPAs that demonstrate real value to your clients. We will seek to overcome some of the common challenges that we face when […]
£200 -
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Assessing Mental Capacity
OnlineA practical webinar aimed at understanding the principles of mental capacity and how to assess capacity for clients who may lack the capacity to make their own decisions. By the end of these sessions you will be able to: Demonstrate an understanding of the Mental Capacity Act 2005 and the legal framework, including: Definition of […]
£55 -
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What’s next for the Wills Act and how will it affect practice?
OnlineThis 1 hour webinar looks at the current proposals for reform to the Wills Act 1837 and the potential implications for practice. By the end of this session, you will be able to: Understand where we are now with the Law Commission Wills Project and the reform to the Wills Act 1837. Apply the areas […]
£55 -
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Overcoming Challenges when working within Wills and Probate
OnlineBrought to you by Scott Walker and Today’s Training, this 1 hour webinar looks at how to overcome common problems encountered when helping clients in the area of Wills and Probate. In this challenging area of law there are many pitfalls to ensure you not only act in the best interests of your clients, but […]
£55 -
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Remember a Charity – How to avoid getting into disputes where there is a charity beneficiary and how to resolve issues once they have arisen
FREE Event Disputes covered will include: Error in charity name, ambiguity in the gift, validity challenges, ADR. Stephanie Kerr and Sophie Inchley talk us through this crucial topic; exploring both how to prevent disputes and how to resolve issues should they arise. Topics to be covered include errors, ambiguities and will challenges, as well as […]
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Overcoming Challenges when drafting LPAs – An LPA Masterclass series.
OnlineBrought to you by Scott Walker and Today’s Training, in this miniseries of Masterclasses, you will learn how to draft LPAs that demonstrate real value to your clients. We will seek to overcome some of the common challenges that we face when advising clients about LPAs, so that our clients will see us as their […]
£250 -
How To Convert Telephone Enquiries From Potential Clients Into Profitable Business.
OnlineDiscover The Opportunities You Are Missing Everyday! How many new business enquiries from potential new clients do you get every day / month / year by telephone? Do you know your conversion rate of these enquiries into profitable business? What if you knew the ‘secrets’ to massively increasing your conversion success rates? For the last […]
£149 -
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Mastering the Secrets of Wills : Strategies to Attract Clients and Deliver Unmatched Value
OnlineWith a large proportion of the UK population dying intestate, what prevents people from making Wills or keeping them updated? The Wills market has for a long time been in a state of flux. The many different options for making a Will is confusing for the consumer and we therefore need to work harder to […]
£55 -
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Common Will Trusts and their Tax Treatment
OnlineThis two part series of webinars will explain the most common types of Will Trusts that are likely to be encountered by practitioners, when they might be used and the tax treatment of each Will trust. By the end of this session, you will be able to:- Explain and identify the different types of Will […]
£110 -
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An introduction to Trusts and Taxation – 5 Part Series
OnlineTrusts 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. Problems can arise however if the trust is not drafted properly, and this has led to cases where […]
£250 -
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Overcoming Challenges when drafting LPAs – An LPA Masterclass series.
In this 5 part miniseries of Masterclasses, you will learn how to draft LPAs that demonstrate real value to your clients. We will seek to overcome some of the common challenges that we face when advising clients about LPAs, so that our clients will see us as their trusted advisor, recommend us and instruct us […]
£250