Today's Media

An Introduction to Residential Leasehold Conveyancing (Series of 5)
2025-09-08 11:00 - 2025-10-13 12:00 UTC | Online
This series of five 60-minute webinars, brought to you by Today’s Training and IQ Legal Training will explore the residential leasehold conveyancing process. The series explains the differences between freehold and leasehold conveyancing and the procedures and documentation encountered in a leasehold transaction. It will examine potential problems and the risk of claims along with preventative measures and processes.
The series will cover:

The differences between freehold and leasehold conveyancing
Key clauses in residential long leases
Documentation – contract, TA 7, LPE1 service charge accounts, management information, management regulations etc.
Dealing with financial issues – ground rent, service charge and apportionments
Problem transactions – old and defective leases, BSA related issues including sales and purchases involving relevant and higher-risk buildings

Head to the website URL below to review sessions and availability.

Overcoming Challenges when working within Wills and Probate
2025-07-16 11:00 - 12:00 | Online
Brought 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 ensure you remain compliant and up to date with latest case law and precedent. In this training session Scott will explore common problems including:

Nil Rate Band Discretionary Trusts – An overview of such trust and what to do if you come across one.
How to handle difficult executors – renunciation, power reserved, caveats, citations and the removal of executors.

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
All sessions are recorded and 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.
Date:

Wednesday 16th July 2025, 11am (1 hour)

Who Should Attend

Practitioners involved with the preparation of Wills and Lasting Powers of Attorney, as well as those involved with estate administration.

Level

Suitable for all levels of experience.

Speaker
Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP

Overview of HM Land Registry Practice Guide 19: Notices, restrictions & the protection of third-party interests in the register.
2025-07-01 10:00 - 11:00 | Online
This training webinar, brought to you by HM Land Registry endorsed training provider PCC Education Hub, reviews and condenses the content of HM Land Registry Practice Guide 19: notices, restrictions & the protection of third-party interests in the register, breaking this large practice guide down into small digestible course notes.
Notices and restrictions are used to protect third-party interests affecting registered land. The difference between notices and restrictions will be explained, we will discuss when each type of entry can be made and describe how to comply with or remove an entry of this nature which is existing on a registered title.
You will learn:

What are the different types of notice
How to register, comply with or remove a notice
What are restrictions and when can they be registered.
How to comply with, disapply or remove a restriction
Q & A session

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
All sessions are recorded and 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.
Who Should Attend:
Delegates working in a post-completion or assistant position, wanting to have a clearer understanding of how to comply with registered notices and restrictions affecting a property title.
Level:
Intermediate/Advanced
Speaker:
Maria Hardy, Company Trainer, PCC Education Hub

TWP Festival
2025-06-25 09:30 - 18:00 | Mythe Barn and Sheepy Meadow, Atherstone, CV9 3PF
𝗧𝗪𝗣 𝗙𝗲𝘀𝘁𝗶𝘃𝗮𝗹 𝗗𝗲𝗯𝘂𝘁 – 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗹𝗶𝗲𝗻𝘁’𝘀 𝗔𝗻𝘀𝘄𝗲𝗿 𝘁𝗼 𝘁𝗵𝗲 𝗖𝗹𝗮𝘀𝘀𝗶𝗰 𝗠𝘂𝘀𝗶𝗰 𝗙𝗲𝘀𝘁𝗶𝘃𝗮𝗹 – Where legal insight meets festival vibes! 🌟
Inspired by the energy of a classic music festival, this unique gathering blends legal expertise with engaging discussions, networking, and a fresh take on industry trends.
Compliance, culture, risk, technology, management and the future of legal services all play out across the day; with extensive opportunities to meet and connect with fellow festival-goers in dedicated spaces.
We know how busy legal life can be; if you’re going to take a day out of the office, even if it’s for development and learning, shouldn’t it be just a little bit special?
🎤 𝗛𝗲𝗮𝗱𝗹𝗶𝗻𝗲 𝗔𝗰𝘁𝘀 𝗜𝗻𝗰𝗹𝘂𝗱𝗲:
🔹 The Law Commission – Unveiling proposals for will writing reform
🔹 Ian Cooper – Mastering conversion rates for profitable business
🔹 Culture Club – Exploring positive workplace culture, wellbeing, and the 4-day week 🌟
𝗔𝗳𝘁𝗲𝗿𝗻𝗼𝗼𝗻 𝗧𝗘𝗗-𝘀𝘁𝘆𝗹𝗲 𝗧𝗮𝗹𝗸𝘀: Choose from sessions on cyber security, charity-practitioner relationships, professional standards, and the lost art of rapport building.
Morning: 09:30 – 12:40 – Mythe Barn

Hello… is it me you’re looking for?: Ian Cooper leads this session identifying ways firms can increase conversion rates of potential clients into profitable business
Culture Club: Our panel of experts discuss the benefits associated with positive workplace culture, wellbeing, innovative ways of working and the 4-day week, and the impact on risk, recruitment, and retention.
The Show Must Go On: The Law Commission join TWP Festival to present on their proposals on how legislation enacted in 1837 can be modernised and brought into the 21st Century

Lunch & Parade: 12:40-14:00
Afternoon: 14:00 – 16:30 – Sheepy Meadow
Throughout the afternoon our artists will present a series of TED-style talks. You can pick and choose the topics you want to listen in to

Don’t go breaking… into my law firm – top takeaways to deter cyber criminals
Why can’t we be friends? – improving relations between charities and practitioners
You raise me up – improving professional standards across regulated and unregulated sectors
A little less conversation – the lost art of rapport building in a digital age
Shake it off –stay energised and focused throughout the day with wellness specialist Sarah Hunt
… and much more

… and if they’re not quite your cup of tea join us in the meadow for networking and connect with fellow festival-goers.
Food truck and drinks with live music: 16:30 – 18:00

What’s next for the Wills Act and how will it affect practice?
2025-06-18 10:00 - 11:00 | Online
This 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 you need to know to help prepare you for any possible changes to the Wills Act.
Identify and explain the reforms consulted on.
Demonstrate an understanding of the 2023 supplementary consultation.
Interpret what’s next for the Wills Act and a possible timeframe for implementation of any changes.

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
All sessions are recorded and 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.
Dates:

Wednesday 18th June 2025, 10am (1 hour)

Who Should Attend

Who is this webinar suitable for? All Practitioners and support staff involved in Will Writing, Estate Planning and the administration of estate, including any practitioners wishing to understand the validity of Wills and the proposals for reform to the Wills Act.

Level

Suitable for all levels of experience.

Speaker
Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP

Overview of HM Land Registry Practice Guide 1: First Registration
2025-06-17 10:00 - 11:00 | Online
In this training webinar, brought to you by HM Land Registry endorsed training provider PCC Education Hub, expert trainer Maria Hardy will review and condenses the content of HM Land Registry practice guide 1: First Registration; breaking the guide down into manageable bitesize pieces of information.
First Registration is the legal process of registering land and property with HM Land Registry for the first time. As this is the first registration of land, additional documentation and evidence is required in order to successfully register a property.
Specific focus is placed on how to successfully submit a first registration application to HM Land Registry and what documents need to accompany the application.
You will learn:

How to submit an application for First Registration
Documents to accompany the application
Times Limits
Examination process by HM Land Registry and class of title granted
Q&A session

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
All sessions are recorded and 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.
Who Should Attend:
Delegates working in a post-completion or assistant position, wanting to understand the complexities of submitting an application for First Registration.
Level:
Entry/Intermediate
Speaker:
Maria Hardy, Company Trainer, PCC Education Hub

Assessing Mental Capacity
2025-05-21 13:00 - 14:00 | Online
A 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 Mental Capacity
The test for Capacity

Demonstrate an understanding of when to consider a client’s mental capacity and the illnesses which may affect decision making
Apply the test of Capacity
Demonstrate an understanding of capacity to instruct a practitioner
Identify, through the use of practical examples, how to determine a lack of mental capacity
Work out what to include in your file and attendance notes
Identify when to instruct an expert to undertake a mental capacity assessment.

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
All sessions are recorded and 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.
Please note, the course fee is per person.
All sessions are recorded and 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.
Dates:

Wednesday 21st May

Who Should Attend
All practitioners
Level
Beginner and Intermediate

Overcoming Challenges when Drafting LPAs – An LPA Masterclass series
2025-04-09 10:00 - 11:00 | Online
This 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 advising clients about LPAs, so that our clients will see us as their trusted advisor, recommend us and instruct us time and time again.
By the end of this series you will be able to:

Identify what instructions to take from clients to effectively draft their LPAs.
Apply the test of Mental Capacity to make LPAs.
Write Instructions and Preferences in an LPA, including some common clauses and challenges.
Demonstrate an understanding of Business LPAs and when they are needed.
Build an understanding of Health and Welfare decisions.
Interpret the differences between advance decisions and a health and welfare LPA.
Understand how advance decisions and health and welfare LPAs interact and which is best to use.
Identify what information and advice to give to attorneys.
Navigate the changes to LPAs under the Powers of Attorney Act 2023.

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
All sessions are recorded and 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.
Dates:

Wednesday 9th April 2025, 10am (1 hour)
Wednesday 16th April 2025, 10am (1 hour)
Wednesday 23rd April 2025, 10am (1 hour)
Wednesday 30th April 2025, 10am (1 hour)
Wednesday 7th May 2025, 10am (1 hour)

Who Should Attend

All practitioners and legal staff involved in drafting Lasting Powers of Attorney..

Level

Suitable for all levels of experience.

Speaker
Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP

Applications to the Court of Protection and Deputyship management - 10 Part Series
2025-03-27 11:00 - 2025-05-29 12:00 | Online
The Court of Protection has had to adapt in recent years to cope with the level of demand for its services. However, at the forefront of this is the need to ensure that ‘P’ is protected at all times. Professionals are often required to make applications to the Court of Protection, often to appoint family as “deputies”.

In some cases they may also have to provide assistance to P in the management of their property and financial affairs. This 10 week course is designed to provide you with the latest practice and procedures to enable you to make simple and complex applications in the Court of Protection, and in addition run through the need to knows on day to day management so that you can advise your clients of their duties.

If you are or intend to act as a professional deputy you will also gain practical advice that will enable you to manage Deputyships efficiently throughout this 10 part series.

What You Will Learn:

This course will cover the following:

An overview of the Court of Protection

Current procedures for making applications

Dols, and the new deputy standards

Making Urgent Applications in the Court of Protection

Acting as Professional Deputy

Code of Practice MCA

Costs and the SCCO

Investments; your responsibilities

Annual accounting and tax returns; new regulations and supervision by the OPG

Current Legislation and Case Law- the impact of ACC

Statutory Wills

Trustee Act Applications

Gifting Applications

What to do on the death of “P”

Who Should Attend:

Paralegals, professionals or solicitors who are coming into contact more and more with the Mental Capacity Act and clients who lack capacity.

Level:

All levels can benefit from this seminar

Dates:

Thursday 27th March 11am

Thursday 3rd April 11am

Thursday 10th April 11am

Wednesday 16th April 11am

Thursday 24th April 11am

Thursday 1st May 11am

Thursday 8th May 11am

Thursday 15th May 1pm

Thursday 22nd May 1pm

Thursday 29th May 11am

Due Diligence 2025
2025-03-18 11:00 - 12:00 | Online
With the growing pressures on conveyancers to demonstrate due diligence on property to clients, lenders and insurance brokers, this training course is aimed at equipping practitioners with the tools to ensure they are protecting their firms and pointing queries in the most appropriate direction.
Key topics include:

Advising on climate change reports
Usual searches – what does this mean ?
Advising on survey and valuation
Dealing with client inspection
Reporting on due diligence
Lessons from case law

Extensive 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.
Who Should Attend: Residential Conveyancers
Level: All levels
Date: Tuesday 18th March 2025, 11am
Speaker: Ian Quayle – IQ Legal Training

The British Conveyancing Awards 2025
2025-03-13 18:30 - 2025-03-14 00:30 | 8 Northumberland Avenue, 8 Northumberland Avenue, London, WC2N 5BY, United Kingdom
The fifth edition of The British Conveyancing Awards returns on Thursday 13th March with Groundsure as Headline Sponsor.
Conceived in 2020/21 as a celebration of the efforts of conveyancers throughout the COVID-19 pandemic to keep the property market moving, the awards are now in their fifth year and firmly established in the legal events calendar. Starting out as a live-streamed online event, the awards has grown to welcome over 400 practitioners on the night and over the last five years has seen over 500 submissions reviewed by the expert judging panels, recognised 223 individuals and firms on the shortlists and crowned 75 winners.
The awards are brought to you by Today’s Media, the publishers of the popular online news title Today’s Conveyancer through which conveyancers keep their finger on the pulse of this rapidly changing and exciting profession.
Join us
Join us at 8 Northumberland Avenue, London to witness the outstanding firms and individuals, recognised by our esteemed panel of expert judges crowned The British Conveyancing Awards winners 2025.
Following the awards ceremony, there will be opportunity to network, share ideas and celebrate before a three-course dinner and entertainment.

How to Secure NHS Continuing Healthcare Funding for your clients - 2 Part Series
2025-03-12 11:00 - 12:00 | Online
In this practical 2-part series practitioners will gain an understanding of the key requirements of NHS Continuing Healthcare in England including what it is, the assessment criteria and the assessment process. The webinars will also demonstrate how to challenge an ineligibility decision through the use of a case study.
Brought to you by Scott Walker and Today’s Training, by the end of these sessions, you will be able to:

Explain to your clients the eligibility requirements and the process of assessment for NHS Continuing Healthcare funding.
Interpret a set of facts in order to determine whether a person is eligible for continuing healthcare.
Demonstrate to a client how to challenge a negative eligibility decision.

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
All sessions are recorded and 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.
Dates:

Wednesday 12th March 2025, 11am (1 hour)
Wednesday 19th March 2025, 11am (1 hour)

Who Should Attend

All practitioners.

Level

All Levels

Speaker
Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP

Building Regulations and Planning – changes and the traps
2025-03-11 13:00 - 14:00 | Online
This course, brought to you by Today’s Training and IQ Legal Training, examines some of the key issues that can arise when dealing with planning permission and building regulations, some misconceptions and the pitfalls.
Expert speaker Zoe Upson explores the practice of investigating leases, key tips and traps and the intricacies around this area of practice.
This 1 hour session, suitable for all levels and experience of residential conveyancers will explore:

What the enforcement periods are
How to avoid the common pitfalls
Best practice when acting on behalf of the seller or buyer
Planning Conditions and the requirement for discharge

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
The 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.
Dates:
Tuesday 11th March 2025, 1pm (1 hour)
Who Should Attend

This webinar is suitable for conveyancers of all levels

Level

Beginner / Intermediate

Mastering the Secrets of Wills : Strategies to Attract Clients and Deliver Unmatched Value
2025-02-19 11:00 - 12:00 | Online
With 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 stand out from the competition.
In this Webinar, brought to you by Scott Walker and Today’s Training, we will delve into why people don’t make Wills and learn how we can market our services more effectively by understanding what drives people to make a Will and what stops them from doing so.
By the end of this session, you will be able to:

Understand why people don’t make Wills or get it wrong.
Identify how to market our services in today’s competitive world.
Demonstrate an understanding of the real value of legal advice.
Interpret the mindset shift that our potential clients need regarding making a Will and how to communicate it.
Navigate the pricing conundrum.

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
All sessions are recorded and 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.
Dates:

Wednesday 19th February 2025, 11am (1 hour)

Who Should Attend

Partners, Fee earners, paralegals and support staff working within Private Client, as well as those fee earners involved in business development and marketing.

Level

All Levels

Speaker
Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP

Essential Tips to Grow Your Legal Business
2025-02-17 13:00 - 14:00 | Online
We’ve helped 46 legal businesses to grow by implementing the strategies that we’re going to share during this webinar. Growing your practice requires more than delivering excellent legal services. This webinar, hosted by Today’s Training in conjunction with Legal Growth, will provide you with actionable strategies to expand your client base, boost your brand and build a sustainable legal business.
The session will cover the core elements of business growth, from effective client acquisition techniques to maintaining high client retention and satisfaction. You’ll learn how to optimise your online presence, leverage marketing tools like SEO and social media, and create content that positions your firm as a trusted leader. Additionally, the webinar will explore how to harness technology to streamline operations and deliver a superior client experience.
Designed for law firm owners, practice managers, and ambitious legal professionals, this session offers invaluable insights for those looking to scale their business while staying ahead of industry trends. Whether you’re a solo practitioner or part of a larger firm, you’ll leave with practical knowledge and a clear plan to grow your practice, attract the right clients, and secure long-term success in the evolving legal marketplace.
You will learn:

Understand the foundations of business growth: Learn the critical factors that drive sustainable growth for legal practices.
Master client acquisition strategies: Explore proven techniques to attract new clients, including referral networks, digital marketing, and community engagement.
Enhance client retention and satisfaction: Gain insights into building strong client relationships and delivering exceptional service to encourage repeat business and referrals.
Develop a strong online presence: Discover how to optimise your website, social media profiles, and online directories to increase visibility and credibility.
Implement effective marketing tactics: Learn practical methods for leveraging SEO, content marketing, and email campaigns to generate leads and grow your firm.
Boost efficiency with technology: Identify tools and systems that streamline operations, improve productivity, and enhance the client experience.
Understand legal industry trends: Stay ahead by recognising emerging opportunities and challenges shaping the future of the legal profession.

Date:
Monday 17th February 2025, 1pm
Who Should Attend:
Legal businesses looking for growth in 2025. Firm owners and marketing professionals
Speaker:
Tom Stansfield; Director – Legal Growth

Post Completion – avoid the issues
2025-02-12 11:00 - 12:00 | Online
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.
Expert 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.
This 1 hour session, suitable for all levels and experience of residential conveyancers will explore:

Practical hints and tips that you can use to iradicate requisitions and make the post-completion process more streamlined
Common pitfalls that delay registration
Working together and how it can speed things up
How to get that file closed as quickly as possible
How to manage the client’s expectations

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
The 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.
Dates:
Wednesday 12th February 2025, 11am (1 hour)
Who Should Attend

This webinar is suitable for conveyancers of all levels

Level

Beginner / Intermediate

Personal Branding for Lawyers
2025-02-10 13:00 - 14:00 | Online
So many lawyers don’t stand out. They do their job capably but they’re doing themselves and their firm no favours. A strong personal brand is essential for standing out and attracting the right clients, opportunities, and recognition. This interactive workshop, hosted by Today’s Training in collaboration with Legal Growth, will guide lawyers and legal professionals through the art of crafting an authentic and impactful personal brand.
The session will explore the fundamentals of personal branding, including identifying your unique professional value, communicating effectively across digital and in-person platforms, and leveraging content to establish thought leadership. Attendees will also gain practical tips for creating a consistent online presence, from optimising LinkedIn profiles to showcasing expertise through blogs and media.
This workshop is tailored for solicitors, barristers, legal executives, and other legal professionals at any stage of their career who want to take control of their professional reputation and position themselves as leaders in their field. Whether you’re building your client base, advancing within a firm, or transitioning into a new role, this session will provide the tools and strategies to confidently shape and sustain a personal brand that sets you apart.
You will learn:

Understand the importance of personal branding: Learn how a strong personal brand can enhance your reputation, attract clients, and differentiate you in a competitive legal market.
Develop a unique professional identity: Identify your core values, expertise, and unique selling points to craft a compelling personal brand.
Master effective communication strategies: Learn how to present yourself confidently and consistently across various platforms, including social media and professional networks.
Create a consistent online presence: Gain insights into optimising your LinkedIn profile, personal website, and other digital channels to align with your personal brand.
Build and nurture a professional network: Discover strategies to establish meaningful connections and leverage relationships to advance your legal career.
Leverage content to showcase expertise: Learn how to create and share valuable content that demonstrates thought leadership and builds trust with your audience.
Develop a personal branding action plan: Leave with a clear roadmap to implement your personal branding strategies effectively.

Date:
Monday 10th February 2025, 1pm
Who Should Attend:
Legal Professionals looking to enhance their personal brand.
Speaker:
Tom Stansfield; Director – Legal Growth

An Introduction to Trusts and Taxation - 5 Part Series
2025-02-06 11:00 - 2025-03-05 12:00 | Online
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.

Problems 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.

Tax 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.

This 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.

What You Will Learn:

This course will cover the following:

The most common types of trust:

Bare trusts

Life interest trusts

Discretionary trusts

Personal injury trusts

Disabled Persons trusts

The tax implications of Trusts

Case law

Trust drafting- layout, standard clauses to include, and practical tips

Common drafting errors to look out for

Amending or varying a trust

Winding up a trust- the pitfalls.

The TRS and the registration process

Who Should Attend:

This 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.

Level:

All levels can benefit from this seminar

Dates:

Thursday 6th Feb 11am

Thursday 13th Feb 11am

Thursday 20th Feb 11am

Thursday 27th Feb 11am

Wednesday 5th March 11am

How to Navigate the Legal Complexities when Supporting Clients with Dementia - 2 Part
2025-02-05 11:00 - 12:00 | Online
These sessions will address some of the challenges within the law when helping clients with dementia with legal services so that you can feel confident in supporting their needs and ensuring you are compliant with your professional obligations.
It will dispense some of the popular myths surrounding the illness and consider how we can communicate better with clients who have dementia by asking the right questions.
You will learn practical tips to take away and implement into your day-to-day work
By the end of these sessions you will be able to:

Understand what dementia is
Demonstrate how to meet the needs of vulnerable clients and support clients with dementia, as well as their families
Manage conflicts of interest and identify who your client is
Navigate the rules surrounding access and rights to personal information
Understand the circumstances when access and disclosure of an incapacitated person’s will is permitted
Recognise when it is the right time to register an Enduring Power of Attorney
Extensive notes will be provided and time will be set aside for delegate questions

Please note, the course fee is per person.
All sessions are recorded and 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.
Dates:

Wednesday 5th February 2025, 11am (1 hour)
Wednesday 12th February 2025, 11am (1 hour)

Who Should Attend
All practitioners
Level
Beginner and Intermediate
Speaker
Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP

Mastering business networking
2025-02-03 11:00 - 12:00 | Online
Networking is a skill that can be learnt, tuned and honed like any other skill. For many, networking does not come naturally. Good networking can lead to the development of key relationships; bad networking can do much more damage than good, both to your personal and business reputation.
In this 1 hour training session, trainer Emma Vigus help participants recognise how the skills we all use to navigate daily life can be adapted to make networking rewarding and enjoyable.
The training will equip participants with the skills and strategies required to build and maintain professional relationships via in-person networking. The tools, tips and strategies discussed can be applied within your business and at external events.
In this training, you will forge an understanding of
Understanding business networking fundamentals

Participants will understand the contribution networking makes to the development of internal and external professional relationships, career progression and business growth.

Developing a personalised networking strategy

Participants will be able to apply their understanding of ‘self’ to develop a personalized networking strategy that accommodates personal preferences, goals and target audience.
Participants will be able to recognise and create networking opportunities that suit their personal networking style.
Participants will be able to measure the success of their networking activities and refine their approach for continuous improvement.

Effective communication skills for networking

Participants will understand how to initiate and develop conversations through open ended questioning, identify motivators, practice active listening and develop their abilities to retain information.

Building and maintaining relationships

Participants will learn strategies for nurturing and sustaining professional relationships both online and in-person, with an emphasis on mutual value exchange.

Who Should Attend: Anyone who wants to understand how to make networking enjoyable and effective.
Date: Monday 3rd February 2025 11am
Speaker: Emma Vigus, Business Development Consultant

Residential Conveyancing for Support Staff
2025-01-30 11:00 - 2025-04-28 12:00 | Online
Kindly sponsored by InfoTrack
From 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.
This 12 part course will cover:

Basic background land law
On boarding Clients – verifying identity and money laundering requirements
An overview of professional obligation owed by conveyancers and support staff
The conveyancing process – a freehold sale and purchase of a residential property.
The key features of the Conveyancing Protocol
Land Registration – practice and procedure
Drafting Contracts, Transfers, Completing TA 13 and Land Registry Applications
How to advise clients, due diligence and reporting on title.
Avoiding common pitfalls, negligence claims and complaints

Extensive 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.
Sponsor 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.
Who 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.
Level: Beginner
Dates

30th January 2025
10th February 2025
17th February 2025
24th February 2025
3rd March 2025
10th March 2025
24th March 2025
31st March 2025
7th April 2025
14th April 2025
21st April 2025
28th April 2025

Speaker: Ian Quayle – IQ Legal Training

2025 Vision: Key Changes Shaping the Future of Wills and Probate
2025-01-29 10:00 - 11:00 | Online
2025 is set to bring significant shifts to the Wills and Probate landscape. Are you ready to stay ahead of the curve? From the introduction of Digital Lasting Powers of Attorney to the latest developments in Will reform, Assisted Dying debates, and changes in our Court systems, this session will provide an engaging and practical insight into the topics that will shape your practice in the year ahead. Equip yourself with the knowledge and strategies to adapt and excel in this ever-evolving field.
Brought to you by Scott Walker and Today’s Training, this 1 hour webinar will help prepare you for the year ahead and will enable you to:

Be fully informed about the anticipated changes to Wills and Probate Law in 2025.
Gain practical insights into how these developments will affect your practice.
Learn strategies to navigate the challenges and leverage the opportunities these changes bring.

Please note, the course fee is per person.
All sessions are recorded and 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.
Dates:

Wednesday 29th January 2025, 10am (1 hour)

Who Should Attend

Suitable for all working in the Wills and Probate Sector.

Level

Suitable for all levels of experience.

Speaker
Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP

Inheritance Tax – An Introduction and refresher
2025-01-22 10:00 - 11:00 | Online
This 1 hour training session is designed to provide an understanding of the key principles of inheritance tax and the occasions when inheritance tax is payable, including how it applies to lifetime gifts.
In this webinar brought to you by Scott Walker and Today’s Training, delegates will develop:

An understanding of the 3 main occasions when IHT is payable.
How IHT is calculated on death.
An understanding of how IHT applies to lifetime gifting.
An overview of exemptions and reliefs that apply on death and during lifetime.
An understanding of the nil rate band.
An overview of the Residence Nil Rate and when that applies.
A practical example to demonstrate the above principles.
An understanding of when IHT must be paid, funding options and the option to pay by instalments.

Extensive notes will be provided and time will be set aside for delegate questions
Please note, the course fee is per person.
All sessions are recorded and 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.
Dates:

Wednesday 22nd January 2025, 10am (1 hour)

Who Should Attend

Established practitioners as refresher training or those new to the subject. Anybody involved with understanding and advising on inheritance tax, those involved with Will preparation and the administration of estates

Level

All Levels

Speaker
Scott Walker – Consultant Private Client Solicitor at Richard Nelson LLP

Local Land Charges, Enquiries of the Local Authority
2025-01-21 11:00 - 12:00 | Online
It is important for residential conveyancers to appreciate the importance of the local land charges search and enquiries of the local authority. The webinar will involve a reminder of the relevant law, an examination of the local land charge searches and how to deal with enquiries of the local authority.
The session will cover:

Types of searches, the necessity of enquiries, and when to raise additional ones.
How to effectively report search results and enquiry responses to clients.

Key topics include:

Local Land Charges: Their impact on residential buyers.
Enquiries with the Local Authority: Avoiding common pitfalls.
Supplemental Enquiries: What they reveal and when they’re necessary.
Common Issues: How to recognise and avoid them.

Please note, the course fee is per person.
The 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.
Who Should Attend

This webinar is suitable for residential conveyancers

Level

All

Probate administration and challenges: The need to knows - 10 Part Series
2025-01-07 11:00 - 2025-03-11 12:00 | Online
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.

In 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.

This 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.

What You Will Learn:

This course will cover the following:

The initial stages of an administration, and the processes involved

Whether a grant is required

The different types of grant available

The IHT 400 and pitfalls including valuation issues, disclosure of lifetime gifts, APR ad BPR

The deceased’s tax position – Income tax, CGT

The estate’s tax position – Income tax, CGT

Completing the administration

Missing beneficiaries and how to deal with them

Challenges against Wills

Caveats and how to deal with them

Larke v Nugus

Inheritance Act Claims; when they can be made, timescales and method

Who Should Attend:

This 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.

Level:

All levels can benefit from this seminar

Dates:

Tuesday 7th Jan 11am

Tuesday 14th Jan 11am

Tuesday 21st Jan 11am

Tuesday 28th Jan 11am

Thursday 6th Feb 1 pm

Tuesday 11th Feb 11am

Tuesday 18th Feb 11am

Tuesday 25th Feb 11am

Tuesday 4th March 1pm

Tuesday 11th March 11am

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.

In 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.

This 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.

What You Will Learn:

This course will cover the following:

The initial stages of an administration, and the processes involved

Whether a grant is required

The different types of grant available

The IHT 400 and pitfalls including valuation issues, disclosure of lifetime gifts, APR ad BPR

The deceased’s tax position – Income tax, CGT

The estate’s tax position – Income tax, CGT

Completing the administration

Missing beneficiaries and how to deal with them

Challenges against Wills

Caveats and how to deal with them

Larke v Nugus

Inheritance Act Claims; when they can be made, timescales and method

Who Should Attend:

This 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.

Level:

All levels can benefit from this seminar

Dates:

Tuesday 7th Jan 11am

Tuesday 14th Jan 11am

Tuesday 21st Jan 11am

Tuesday 28th Jan 11am

Thursday 6th Feb 1 pm

Tuesday 11th Feb 11am

Tuesday 18th Feb 11am

Tuesday 25th Feb 11am

Tuesday 4th March 1pm

Tuesday 11th March 11am

Review of 2024 - Key cases and lessons learned from changes to best practice
2024-12-17 11:00 - 12:00 | Online
As 2024 draws to a close, it is time to consider developments during the year. It has been eventful and challenging. Residential Conveyancers need to be aware of developments in residential leasehold conveyancing, advising clients on climate change, and there are some important lessons to be learned on from recent case law.
2024 has been an interesting year and in the final webinar of the year we will take a look back at:

The Law Society Guidance to the BSA
The implementation and use of the revised TA7 and TA6
The eagerly awaited Law Society Guidance on Climate Change for Conveyancers
BSA update lessons from the First Tier and Upper Tribunar
Recent cases on Restrictive Covenants, Easements and Land Registration

Please note, the course fee is per person.
The 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.
Who Should Attend

This webinar is suitable for residential conveyancers

Level

All

Buy to Let Property Purchase - The Issues
2024-11-26 11:00 - 12:00 | Online
Zoe Upson, Expert Legal Trainer is pleased to present this 1 hour webinar on Buy to Let Property Purchase and the issues.
The webinar will examine some of the key issues that can arise when dealing with the purchase of buy to let property. Expert speaker Zoe Upson explores the practice of investigating title, key traps and the intricacies around this area of practice.
Key Topics Include:

Best practice when dealing with the purchase of buy to let property
Consideration when buying with a tenant in situ
Assured Shorthold Tenancies v Licences and lender required clauses
What to look out for and how to be confident in dealing with this area of work

Who Should Attend
This webinar is suitable for conveyancers of all levels
Level:
Beginner to intermediate
Please note, the course fee is per person.
The 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.

Acting for Lenders - Tips and Traps
2024-10-28 11:00 - 12:00 | Online
Acting for lenders in residential transactions brings with it a raft of issues and problems. If a lender sustains loss on repossession they are likely to look to the conveyancer to determine whether any liability arises to enable loss to be recovered.
We will examine the basics when acting for lenders along with some of the common problems that can arise when advising the lender on a purchase or remortgage.
Using case studies we will explore problem areas and how to prevent and avoid claims:

Re-mortgage work and things to look out for
The mortgage deed – what should be reported to the client
Dealing with searches and due diligence lender requirements
Problems with leaseholds – an overview
What causes lender claims

Please note, the course fee is per person.
The 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.
Who Should Attend

This webinar is suitable for residential conveyancers

Level

All

The A-Z of Will Drafting
2024-10-17 11:00 - 2024-12-12 12:00 | Online
Will drafting is becoming more complex due to the nature of more complicated family dynamics, tax planning and care fees planning. Practitioners need to be more aware of the interaction and use of trusts either in a person’s lifetime (‘inter-vivos’) or within a will and advise clients accordingly. Not only that but legislation changes have meant that the use of electronic Wills is likely to become the norm in the future, as well as electronic assets such as bit-coin and cryptocurrency.
All of these changes have meant that practitioners now more than ever are having to ensure that processes are put in place to protect both themselves and their clients when questions are raised by disappointed beneficiaries as regards will validity.
This 10 session course will consider the current rules for will drafting, giving practical advice as to the use of will trusts, the interaction with the Trust Registration Service and protecting yourself against future challenges to wills you may draft.
What You Will Learn:
This course will cover the following:

The Wills Act and its requirements
The layout of wills: Common clauses, gifts and gifts of residue
Electronic Assets
Care fees planning and life interest clauses
Discretionary trusts
The Residence Nil Rate Band and its impact on drafting
The Trust Registration service and its impact on will drafting
Practical advice – making use of allowances
Challenges to wills
Larke v Nugus statements
Lodging caveats

Please note, the course fee is per person.
All sessions are recorded and 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.
Dates:

Tuesday 17th October
Tuesday 22nd October
Tuesday 29th October
Thursday 7th November
Tuesday 12th November
Tuesday 19th November
Thursday 28th November
Thursday 5th December
Tuesday 10th December
Thursday 12th December

Who Should Attend
Paralegals, professionals or solicitors who are involved in Will drafting
Level
All levels

Defective Title Insurance: Best Practice
2024-10-17 11:00 - 12:00 | Online
In this webinar, Ian Quayle will be discussing defective title insurance. Taking out defective title insurance is now a common occurrence. It is important for practitioners to appreciate when defective title insurance is to be taken out and by whom. In taking out such insurance care needs to be taken to ensure the correct type of policy is obtained with the correct level of cover.

Conveyancers need to appreciate the advice to be given to clients, the requirements of the lender, and compliance issues all of which will be examined.

This webinar will cover:

Types of policy

Identifying and researching risk – the problems of disclosure

What is an appropriate level of indemnity

Who should insure seller or buyer

Compliance issues and advising the client

Who Should Attend:

Residential Conveyancers

Level:

All levels
