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CILEx Level 6 – Unit 21 – Probate Practice

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£430.00
Course Access

10 months

Last Updated

31/03/2023

Course Curriculum

    • CILEx Level 6-Unit 21-001:Introduction 00:00:00
    • CILEx Level 6-Unit 21-002:Suggested Study Plan 00:00:00
    • CILEx Level 6-Unit 21-003:Learning Outcome 01 00:00:00
    • CILEx Level 6-Unit 21-004:Professional Conduct issues 00:00:00
    • CILEx Level 6-Unit 21-005:Solicitors’ Regulatory Authority: Ethics guidance on drafting and preparation of wills. 00:00:00
    • CILEx Level 6-Unit 21-006:Taking instructions: risk management 00:00:00
    • CILEx Level 6-Unit 21-007:Extent of the duty of care 00:00:00
    • CILEx Level 6-Unit 21-008:Elderly or very ill clients 00:00:00
    • CILEx Level 6-Unit 21-009:Mental capacity 00:00:00
    • CILEx Level 6-Unit 21-010:Taking instructions in the absence of anyone who stands to benefit or may have influence over the testator 00:00:00
    • CILEx Level 6-Unit 21-011:Medical Advice on mental capacity 00:00:00
    • CILEx Level 6-Unit 21-012:Obtaining evidence of capacity 00:00:00
    • CILEx Level 6-Unit 21-013:Record keeping 00:00:00
    • CILEx Level 6-Unit 21-014:Learning Outcome 01:Summary 00:00:00
    • CILEx Level 6-Unit 21-015:Learning Outcome 02 00:00:00
    • CILEx Level 6-Unit 21-016:Intestacy 00:00:00
    • CILEx Level 6-Unit 21-017:Trust for sale 00:00:00
    • CILEx Level 6-Unit 21-018:Who is entitled to the intestate’s estate? 00:00:00
    • CILEx Level 6-Unit 21-019:S47 AEA 1925 00:00:00
    • CILEx Level 6-Unit 21-020:The family home on intestacy 00:00:00
    • CILEx Level 6-Unit 21-021:Property passing outside terms of a will or under intestacy rules 00:00:00
    • CILEx Level 6-Unit 21-022:Donationes mortis causa 00:00:00
    • CILEx Level 6-Unit 21-023:Donationes mortis causa part 2 00:00:00
    • CILEx Level 6-Unit 21-024:Learning Outcome 02:Summary 00:00:00
    • CILEx Level 6-Unit 21-025:Learning Outcome 03 00:00:00
    • CILEx Level 6-Unit 21-026:Testator 00:00:00
    • CILEx Level 6-Unit 21-027:Potential applicants 00:00:00
    • CILEx Level 6-Unit 21-028:S1(1)(a) and (b) 00:00:00
    • CILEx Level 6-Unit 21-029:Section 1(ba) A cohabitant who fulfils the requirements of sub-section (1A) or (1B) 00:00:00
    • CILEx Level 6-Unit 21-030:Living Together 00:00:00
    • CILEx Level 6-Unit 21-031:S1(1)(c) A child of the deceased 00:00:00
    • CILEx Level 6-Unit 21-032:Time Limit 00:00:00
    • CILEx Level 6-Unit 21-033:The court must decide whether to make an order 00:00:00
    • CILEx Level 6-Unit 21-034:Adult children 00:00:00
    • CILEx Level 6-Unit 21-035:Orders available 00:00:00
    • CILEx Level 6-Unit 21-036:Property available for financial provision 00:00:00
    • CILEx Level 6-Unit 21-037:Anti-avoidance provisions 00:00:00
    • CILEx Level 6-Unit 21-038:Learning Outcome 03:Summary 1 00:00:00
    • CILEx Level 6-Unit 21-039:Learning Outcome 03:Summary 2 00:00:00
    • CILEx Level 6-Unit 21-040:Learning Outcome 04 00:00:00
    • CILEx Level 6-Unit 21-041:Requirements for a valid will 00:00:00
    • CILEx Level 6-Unit 21-042:Capacity is function-specific 00:00:00
    • CILEx Level 6-Unit 21-043:Effect of failure to comply with the rules relating to mental capacity 00:00:00
    • CILEx Level 6-Unit 21-044:The burden of proof 00:00:00
    • CILEx Level 6-Unit 21-045:The testator’s intention 00:00:00
    • CILEx Level 6-Unit 21-046:Intention will not be presumed in the following circumstances: 00:00:00
    • CILEx Level 6-Unit 21-047:Mistake as to whole or part of will 00:00:00
    • CILEx Level 6-Unit 21-048:Force, fear, fraud and undue influence 00:00:00
    • CILEx Level 6-Unit 21-049:Formalities 00:00:00
    • CILEx Level 6-Unit 21-050:In writing 00:00:00
    • CILEx Level 6-Unit 21-051:Witnesses 00:00:00
    • CILEx Level 6-Unit 21-052:The signature 00:00:00
    • CILEx Level 6-Unit 21-053:Witnesses capacity 00:00:00
    • CILEx Level 6-Unit 21-054:No form of attestation shall be necessary 00:00:00
    • CILEx Level 6-Unit 21-055:Learning Outcome 04:Summary 00:00:00
    • CILEx Level 6-Unit 21-056:Learning Outcome 05 00:00:00
    • CILEx Level 6-Unit 21-057:Construction 00:00:00
    • CILEx Level 6-Unit 21-058:The general approach of the courts in construing wills 00:00:00
    • CILEx Level 6-Unit 21-059:Subsidiary rules of construction 00:00:00
    • CILEx Level 6-Unit 21-060:S21 Administration of Justice Act 1982 00:00:00
    • CILEx Level 6-Unit 21-061:The will speaks from death 00:00:00
    • CILEx Level 6-Unit 21-062:Class gifts 00:00:00
    • CILEx Level 6-Unit 21-063:Deciding whether a gift is absolute or limited 00:00:00
    • CILEx Level 6-Unit 21-064:Special rules relating to children 00:00:00
    • CILEx Level 6-Unit 21-065:Let’s re-cap! 00:00:00
    • CILEx Level 6-Unit 21-066:Types of Legacy 00:00:00
    • CILEx Level 6-Unit 21-067:Gifts to children 00:00:00
    • CILEx Level 6-Unit 21-068:Administration of Estates 00:00:00
    • CILEx Level 6-Unit 21-069:Failure of legacies and devises 00:00:00
    • CILEx Level 6-Unit 21-070:Disclaimer 00:00:00
    • CILEx Level 6-Unit 21-071:Specific legacies and the doctrine of ademption 00:00:00
    • CILEx Level 6-Unit 21-072:Beneficiary pre-deceases the testator 00:00:00
    • CILEx Level 6-Unit 21-073:Divorce or termination of a civil partnership 00:00:00
    • CILEx Level 6-Unit 21-074:The beneficiary is guilty of the murder or manslaughter of the deceased. 00:00:00
    • CILEx Level 6-Unit 21-075:The gift is conditional and the condition is not fulfilled 00:00:00
    • CILEx Level 6-Unit 21-076:The gift is induced by force, fear, fraud or undue influence 00:00:00
    • CILEx Level 6-Unit 21-077:Undue influence 00:00:00
    • CILEx Level 6-Unit 21-078:Incidence of pecuniary legacies 00:00:00
    • CILEx Level 6-Unit 21-079:Learning Outcome 05: Summary 00:00:00
    • CILEx Level 6-Unit 21-080:Learning Outcome 06 00:00:00
    • CILEx Level 6-Unit 21-081:Revocation of wills 00:00:00
    • CILEx Level 6-Unit 21-082:Marriage 00:00:00
    • CILEx Level 6-Unit 21-083:Another will or codicil 00:00:00
    • CILEx Level 6-Unit 21-084:Destruction 00:00:00
    • CILEx Level 6-Unit 21-085:Alterations & obliterations 00:00:00
    • CILEx Level 6-Unit 21-086:Formalities 00:00:00
    • CILEx Level 6-Unit 21-087:Learning Outcome 06:Summary 1 00:00:00
    • CILEx Level 6-Unit 21-088:Learning Outcome 06:Summary 2 00:00:00
    • CILEx Level 6-Unit 21-089:Learning Outcome 06:Summary 3 00:00:00
    • CILEx Level 6-Unit 21-090:Learning Outcome 07 00:00:00
    • CILEx Level 6-Unit 21-091:Inheritance Tax (IHT) 00:00:00
    • CILEx Level 6-Unit 21-092:Key Terms 00:00:00
    • CILEx Level 6-Unit 21-093:Excluded property 00:00:00
    • CILEx Level 6-Unit 21-094:Gifts with reservation of benefit 00:00:00
    • CILEx Level 6-Unit 21-094a:Quick Succession Relief – S141 IHTA 1984 00:00:00
    • CILEx Level 6-Unit 21-095:Gross taxable estate 00:00:00
    • CILEx Level 6-Unit 21-096:The transferable NRB 00:00:00
    • CILEx Level 6-Unit 21-097:Chargeable lifetime gifts 00:00:00
    • CILEx Level 6-Unit 21-098:calculating tax on lifetime transfers 00:00:00
    • CILEx Level 6-Unit 21-099:The 14-year rule 00:00:00
    • CILEx Level 6-Unit 21-100:Provision for the family 00:00:00
    • CILEx Level 6-Unit 21-101:Trusts and taxation 00:00:00
    • CILEx Level 6-Unit 21-102:Income Tax applying to trusts 00:00:00
    • CILEx Level 6-Unit 21-103:Capital Gains Tax (CGT) and trusts 00:00:00
    • CILEx Level 6-Unit 21-104 00:00:00
    • CILEx Level 6-Unit 21-105:Capital Gains Tax on subsequent disposals by trustees 00:00:00
    • CILEx Level 6-Unit 21-106:IHT and creation of trusts 00:00:00
    • CILEx Level 6-Unit 21-107:Learning Outcome 07:Summary 1 00:00:00
    • CILEx Level 6-Unit 21-108:Learning Outcome 07:Summary 2 00:00:00
    • CILEx Level 6-Unit 21-109:Learning Outcome 08 00:00:00
    • CILEx Level 6-Unit 21-110:Taking instructions 00:00:00
    • CILEx Level 6-Unit 21-111:Preparing the will 00:00:00
    • CILEx Level 6-Unit 21-112:Execution 00:00:00
    • CILEx Level 6-Unit 21-113:Following execution 00:00:00
    • CILEx Level 6-Unit 21-114:Learning Outcome 08:Summary 00:00:00
    • CILEx Level 6-Unit 21-115:Learning Outcome 09 00:00:00
    • CILEx Level 6-Unit 21-116:Personal representatives 00:00:00
    • CILEx Level 6-Unit 21-117:Is a grant always needed? 00:00:00
    • CILEx Level 6-Unit 21-118:Grants of representation 00:00:00
    • CILEx Level 6-Unit 21-119:Limited grants 00:00:00
    • CILEx Level 6-Unit 21-120:Grant of probate 00:00:00
    • CILEx Level 6-Unit 21-121:Administration with will annexed 00:00:00
    • CILEx Level 6-Unit 21-122:Administrators 00:00:00
    • CILEx Level 6-Unit 21-123:Renunciation 00:00:00
    • CILEx Level 6-Unit 21-124:S50 Administration of Justice Act 1985 00:00:00
    • CILEx Level 6-Unit 21-125:Revocation of grants 00:00:00
    • CILEx Level 6-Unit 21-126:Caveats 00:00:00
    • CILEx Level 6-Unit 21-127:Citations 00:00:00
    • CILEx Level 6-Unit 21-128:Standing searches 00:00:00
    • CILEx Level 6-Unit 21-129:Taking instructions and applying for grant 00:00:00
    • CILEx Level 6-Unit 21-130:Learning Outcome 09:Summary 00:00:00
    • CILEx Level 6-Unit 21-131:Learning Outcome 10 00:00:00
    • CILEx Level 6-Unit 21-132:Duties of personal representative 00:00:00
    • CILEx Level 6-Unit 21-133:Liability of personal representatives 00:00:00
    • CILEx Level 6-Unit 21-134:Statutory advertisements under s27 Trustee Act 1925 00:00:00
    • CILEx Level 6-Unit 21-135:When a beneficiary cannot be located 00:00:00
    • CILEx Level 6-Unit 21-136:Administrative Clauses 00:00:00
    • CILEx Level 6-Unit 21-137:Statutory powers 00:00:00
    • CILEx Level 6-Unit 21-138:Maintenance and advancement 00:00:00
    • CILEx Level 6-Unit 21-139:Power to Charge 00:00:00
    • CILEx Level 6-Unit 21-140:Administrative clauses 00:00:00
    • CILEx Level 6-Unit 21-141:Learning Outcome 10:Summary 00:00:00
    • CILEx Level 6-Unit 21-142:Learning Outcome 11 00:00:00
    • CILEx Level 6-Unit 21-143:Which estates are ‘excepted’? 00:00:00
    • CILEx Level 6-Unit 21-144:The Forms 00:00:00
    • CILEx Level 6-Unit 21-145:Paying the IHT bill 00:00:00
    • CILEx Level 6-Unit 21-146:Late payment, failure to deliver accounts and penalties 00:00:00
    • CILEx Level 6-Unit 21-147:Learning Outcome 11:Summary 1 00:00:00
    • CILEx Level 6-Unit 21-148:Learning Outcome 11:Summary 2 00:00:00
    • CILEx Level 6-Unit 21-149:Learning Outcome 12 00:00:00
    • CILEx Level 6-Unit 21-150:The Statements of truth 00:00:00
    • CILEx Level 6-Unit 21-152:Grant of Letters of Administration with the will 00:00:00
    • CILEx Level 6-Unit 21-153:Where affidavit evidence is needed 00:00:00
    • CILEx Level 6-Unit 21-154:Intestacy 00:00:00
    • CILEx Level 6-Unit 21-155:Learning Outcome 12:Summary 00:00:00
    • CILEx Level 6-Unit 21-156:Learning Outcome 13 00:00:00
    • CILEx Level 6-Unit 21-157:Liability of PRs 00:00:00
    • CILEx Level 6-Unit 21-158:Statutory advertisements under s27 Trustee Act 1925 00:00:00
    • CILEx Level 6-Unit 21-159:When a beneficiary cannot be located 00:00:00
    • CILEx Level 6-Unit 21-160:Claims under I(PFD)A 1975 00:00:00
    • CILEx Level 6-Unit 21-161:Administrative powers of PRs (trustees) 00:00:00
    • CILEx Level 6-Unit 21-162:Post-grant practice 00:00:00
    • CILEx Level 6-Unit 21-163:Paying the deceased’s debts 00:00:00
    • CILEx Level 6-Unit 21-164:Solvent estate 00:00:00
    • CILEx Level 6-Unit 21-165:Rules relating to payment of an insolvent estate 00:00:00
    • CILEx Level 6-Unit 21-166:Post-death changes 00:00:00
    • CILEx Level 6-Unit 21-167:Payment of legacies 00:00:00
    • CILEx Level 6-Unit 21-168:Ascertaining the residue 00:00:00
    • CILEx Level 6-Unit 21-169:Estate accounts 00:00:00
    • CILEx Level 6-Unit 21-170:Learning Outcome 13:Summary 00:00:00
    • CILEx Level 6-Unit 21-171:Conclusion 00:00:00

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