About this course
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
Recent reviews
Good mix of break out room discussion and wider group discussion.
Lauren P13 Aug 26
Enjoyed the course and it was easy to login and having all the handouts in advance.
Zoe B13 Aug 26
Great Workshop - Stewart was very informative and the workshop progressed at a nice pace. I enjoyed the extent to which Wills are covered.
Louise L13 Aug 26