2 Day Course - Taking Good Instruction
This course is now in its 11th successful year and each year more and more students are signing up to this course as a ‘fast-track’ entry into the Society and the profession.
Only by taking good clear instructions can you ever hope to produce a clear and unambiguous Will that reflects the client’s wishes.
It will also give you a good grounding on trusts, especially the basic trusts in use today in most Wills, nil rate band discretionary trusts, IOU trusts and property trusts among others.
The fee for the course covers the two days, all refreshments and lunches, notes and the exam.
This course is a quick and easy way into the profession and many students go on to take the Certificate Course Part One to develop their knowledge further.
An examination follows the course in the form of an open book exam and can be taken at a time and place of your choosing but the College must be advised of the chosen date in advance in order the exam papers can be sent to you in good time.
Day One
Content:
• Insight into the market – current trends etc
• Intestacy – dying without a Will (most valuable marketing tool)
• The Law of Succession – capacity and how Wills work and how they can fail
• Legacies, how they work and how they can fail
• The Inheritance(Provision for Family and Dependants) Act 1975, a look at Wills
• Trusts, discretionary, IOP, precatory, protective, bereaved minors, young persons and Immediate Post Death Interest Trusts (IPDI’s) disabled and vulnerable persons
• The matrimonial or family home – protection of assets against the unforeseen including mitigating care fees
• Protection against predators – the local authority, the tax man and the kids!
• Understanding the Instruction Form – a chance to look at various options available to the consultant when giving advice
Day Two
• Day two begins with a series of role playing and scenarios designed to build on the lessons learnt the day before and to help build your confidence in taking good instructions
• An introduction to the Mental Capacity Act 2005 and Lasting Powers of Attorney
• Final Q&A session
• Introduce the exam
