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Events Diary

The Institute and its training partners provide a wide range of training to enable Willwriters to expand their knowledge and meet their membership requirements to complete Continued professional Development. For details of forthcoming events, see below:

February events
  • Feb1
    Inheritance Tax Planning Through Willwriting
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    Date:
    01/02/2012

    Course Description:

    A one day course that covers most aspects of advising clients who have an Inheritance Tax problem and whether it can be resolved through careful Will planning and drafting.

    PLEASE NOTE: 

    - DELEGATES MUST HAVE AT LEAST 12 MONTHS WILLWRITING EXPERIENCE

    - PLEASE TAKE YOUR COPY OF PARKER'S MODERN WILL PRECEDENTS TO THE COURSE

    Venue:
    Nettle Hill Training Centre, Coventry

    Full Course Details:

    The course covers:

    - Inheritance tax rates, allowances, exemptions and reliefs

    - Uplift in IHT allowance available to widows/widowers

    - Potential exempt transfers

    - The Transferable Nil Rate Band

    - Planning through Willwriting for Unmarried couples/People who are married but have been widowed 

    - Commorientes

    - S103 Finance Act 1984 issues

     

    CPD = 5.5 hours

    Cost:
    £175.00

    Booking Arrangements:

    Please call 08456 444261 to pay by debit/credit card or pay by BACS to account no: 92117029, sort code: 40 23 03



  • Feb21
    Willwriting in Practice Course - 3 days - Coventry
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    Date:
    21/02/2012

    Course Description:
    Decided that Willwriting is for you?
     
    Learn how to take instructions and interview clients and draft basic Wills on this 3 day course.
    Venue:
    Nettle Hill Training Centre, Coventry

    Full Course Details:

    Led by Heather Pierson, this 3 day course is intended to expand on the theory covered by the course books and introductory course by developing practical skills, so that students will be able to successfully implement their technical theoretical skills into real life situations.

    1) Financial considerations when choosing a Guardian
    2) Funeral Wishes
    3) Specific Gifts and Legacies
    4) An Introduction to Will Trusts
    5) Trustee Powers
    6) Attestation Procedures
    7) Preparing for an Appointment
    8) Demonstration Role Play – Taking Instructions from a Client
    9) Practical Role Plays – Taking Instructions from Clients
    10) Demonstration Will Drafting
    11) Practical Will Drafting – Drafting Wills from Instructions taken from Clients

    Cost of the course is £514 (no VAT) including course books, lunch and refreshments but excluding overnight accommodation.

    Cost:
    £514.00

    Booking Arrangements:

    Please call the Willwriting Academy Ltd on 08456 444261 to pay with a debit/credit card or pay by BACS:  Account no; 92117029, Sort Code: 40 23 03



  • Feb29
    Associates Course and Examination - Manchester
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    Date:
    29/02/2012

    Course Description:

    A one day course for people who want to take Will instructions on behalf of an existing member of the Institute.

     

    Venue:
    Touchbase Old Trafford, Manchester

    Full Course Details:

    The course consolidates knowledge and training which is already expected to have been provided by the existing member and prepares candidates for the examination procedure.

    Candidates are expected to have read and have a thorough understanding of the course book 'A Basic Guide to Taking Will Instructions'

    The cost of the course is £110.00 which includes the course book, examination fee and lunch and refreshments.

    Cost:
    £110.00

    Booking Arrangements:

    To book a place, please contact the Institute on 0345 257 2570