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Avoiding Claims under the Inheritance (Provision for Family & Dependants) Act 1975

Level
Intermediate: Requires some prior subject knowledge
CPD
1.25 hours
Group bookings
email us to discuss discounts for 5+ delegates
Avoiding Claims under the Inheritance (Provision for Family & Dependants) Act 1975

Session

5 Aug 2025

9:00 AM ‐ 10:15 AM

With a SmartPlan £153

With a Season Ticket £170

Standard price £340

All prices exclude VAT

Introduction

There is no doubt that claims under the Inheritance Act are increasing.

This new virtual classroom seminar will help will preparers to provide their clients with a better understanding of the options available to them, when and why claims may be brought, and the steps that may be taken to reduce or prevent claims.

What You Will Learn

This live and interactive course will cover the following:

  • Will preparers’ duties
  • Adding value to the process for a client and the will preparer
  • The menu of choices that can be adopted to avoid, or reduce, claims
  • A detailed examination of Statement of Reasons - how to distinguish the effective from the ineffective - again, how a will preparer can add value

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.

Avoiding Claims under the Inheritance (Provision for Family & Dependants) Act 1975