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:

May events
May 09
Willwriting in Practice Course - 3 days - Nottingham
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.
Holiday Inn, Castle Marina Park, Nottingham
Full Course Details:

Led by Paul Tansley, 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 £660 (no VAT) including course books, lunch and refreshments but excluding overnight accommodation.

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

May 23
Advising the Elderly
Course Description:

Aims:    A one-day course to confirm knowledge and introduce delegates to Advising the Elderly 

Prerequisites:  some experience in writing Wills is required

Led by Sue Ioannou this one day course will provide the specialist knowledge and understanding necessary to deal with elderly clients and to be able to deal with their concerns.

  • The market for elderly clients
  • Issues affecting elderly clients
  • Capacity
  • Care fees – the rules
  • Mitigating Care Fees – through writing a Will
  • Protecting the house
  • Protecting cash and savings
  • Pre-paid funeral plans
  • Drafting Tips
  • Heading off foreseeable problems

Worked examples including sample Wills

CPD Awarded = 5.5 hours

 Please take along your copy of Parker’s Modern Wills Precedents

Full Course Details:

Outcomes:  By the end of the course, with the aid of their course notes delegates will be able to:

1.     understand and appreciate the market

2.     understand and appreciate the Issues affecting elderly clients

3.     be able to access capacity using Banks v Goodfellow

4.     take  instructions from elderly clients avoiding a future “Lark v Nugus letter”

5.     complete land registry forms for a mutual severance of joint tenancy and a unilateral severance of joint tenancy

6.     understand care fee mitigation and be able to advise clients of various options

7.     draft Wills to include life interest or rights to residue

8.      be able to choose an appropriate testamonium and  attestation clauses

9.     be able to explain to clients how the trusts (in 7 above) in their Wills are taxed after their death.

10.        discuss pre-paid funeral plans

Booking Arrangements:

To book a place on this course, please telephone 08456 444261 and pay with a debit/credit card or pay by BACS : Account No: 92117029. Sort Code; 40 23 03


Willwriting Academy Ltd Cancellation Policy: For bookings cancelled more than 14 days before the event, a full refund less £25.00 administration fee will be given.  No refunds will otherwise be made

May 30
Institute Entrance Examination
Course Description:

An opportunity to sit the Institute's entrance examination either at 9.30am or at 1.30am.

Coventry, Nettle Hill Training Centre
Full Course Details:

The cost of the examination is £110.  However Student Members of the Institute can sit the examination free of charge once in their membership year.

Booking Arrangements:

Please call the Institute on 0345 257 2570