Description
Enhance your knowledge and skills to deliver holistic advice in England and Wales related to administering estates. This Advanced Certificate can be taken as part of the STEP Diploma.
Dive deep into estate practice, mastering the laws and procedures involved, through guidance delivered by Julie Bell, a private client expert dealing in all aspects of private client law.
This course provides practitioners with the technical knowledge and practical skills required to deliver holistic advice in England and Wales relating to administering estates.
- Gain in-depth expertise: Improve your technical knowledge of the issues arising in estate practice 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, 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, including different types of wills, foreign property and revocation and alteration of the will
- The different types of gifts (including legacies and the donatio mortis causa), beneficial entitlement, and the operation of joint wills, mutual wills and secret trusts
- How to apply for and obtain the grant
- The duties and responsibilities of the personal representative in administering and distributing the estate
- The intestacy rules and when they apply
- The Inheritance (Provision for Family and Dependants) Act 1975
- The STEP Standard Provisions
Email