Advanced Essentials – two-day online training

Event details

Date: 25th May 2021 - 26th May 2021
Time: 9.30am - 5pm
Venue: Online via Zoom
Who should attend: All those involved with legacies, particularly those who have completed our Legacy Essentials training

This event has already happened.

Our Advanced Essentials training is the ideal next step for those who have already taken our Legacy Essentials course, as well as for those who have worked in legacies for a while but need to upskill and learn about topics in greater depth.

Hosted via Zoom, sessions will be run by a range of experts from the legacy sector, and will feature regular breaks in-between sessions to enable delegates to have a less-pressurised learning experience.

Delegates will have the opportunity to ask questions both during and after the sessions, ensuring the training is fully interactive.

All sessions will be recorded so that if you miss one, you can watch it later, or you can arrange to attend a future session by prior agreement. All attendees also receive a certificate after the training.

You must hold individual ILM membership to benefit from the reduced member rate of £355. If you join ILM now, you will receive a £30 training discount, so for a limited time it is cheaper to become a member and book at the member rate. To find out more about joining ILM, click here.

Sessions include:

  • Property Law (including S119 Reports and Maximising Property Value)
  • Delegated Authorities
  • Instructing Solicitors
  • Accounting for Income from Legacies
  • Life Interest Legacies
  • Forecasting Legacy Income
  • Advanced Inheritance Tax

You can download the full agenda here.