EVENTS

AN INTRODUCTION TO PROBATE AND ESTATE ADMINISTRATION 23rd August 2017
IBIS Styles Hotel (NEC), Bickenhill Lane, Birmingham B40 1PJ

2 DAY COURSE

There is an increasing need for a reliable, efficient and reasonably priced Estate Administration Service. This Course is designed to help Willwriters meet this demand.

* Learn how to deal with estate administration with qualified guidance

* Improve your Will-writing skills by improving your understanding of Probate procedure

* Expand your practice and earnings potential

 


Full Course Details
  • Dealing with a Bereaved Client

  • Taking Instructions

  • The Need for a Grant of Probate

  • Types of Grant inc Power of Attorney Grants

  • Duties & Powers of Personal Representatives

  • Beneficiaries & Their Entitlements

  • Valuatons

  • HMRC Accounts

  • Obtaining Information on Assets & Liabilities

  • Inheritance Tax inc TNRB

  • Income Tax and CGT in estates

  • Oaths

  • Caveats / Citations / 1975 Act Claims

  • Collecting Estate and Settling Liabilities

  • Settling Legacies inc Transfer of Assets

  • Estate Accounts

  • Distributing the Residue

  • Deed of Variation / Disclaimers


Booking Arrangements

To reserve your place @ £350.00 pp on the Introduction to Probate & Estate Administration course, please call 08456 444261 to pay with a credit/debit card or pay by bank transfer to the Willwriting Academy Ltd - Sort code: 40 23 03 Account No: 92117029

 

Willwriting Academy Ltd Cancellation Policy:  

For bookings cancelled more than 14 days before, a full refund less £25.00 administration fee will be given.  No refunds will otherwise be made.

 

TAGGED IN: Event, Estate Administration




Linesearch THE IPW SITELine
PAYMENT METHODS ACCEPTED
Visa
© Institute of Professional Willwriters (2017)
WEB DEVELOPMENT BY INSPIRE WEB DEVELOPMENT