Description
This course provides practitioners with the technical knowledge and practical skills required to deliver holistic advice in Scotland relating to wills and executries.
- Gain in-depth expertise: Improve your technical knowledge of the issues arising in relation to the administration of wills and executries and the laws and procedures involved.
- Practical focus: Practical advice and guidance written by practitioners, for practitioners.
- Build valuable connections: Network with like-minded professionals in varied roles and firms.
- Industry recognition: A recognised ‘gold-standard’ professional qualification for those working in the industry, enhancing your professional standing, and is awarded in association with Alliance Manchester Business School, a School of the University of Manchester.
What you will learn
- The requirements for making a valid will in Scotland
- The statutory rules that apply to the interpretation and implementation of wills prepared in Scotland
- The standard clauses to be included in a well drafted will
- How to draft an appropriate will
- The statutory provisions governing powers of attorney and guardianship
- The procedure from death to close of an executry
- The requirements of HMRC in relation to inheritance tax
- The statutory framework that governs intestate estates in Scotland and how to administer same
- The purpose, legal framework and considerations for deeds of variation
- The purpose, typical structure and entitlement to executry accounts
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