Core Knowledge

Showing 10–18 of 23 results

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    Identifying and Dealing with Pre-Death Fraud

    This course focuses on fraud that is committed pre-death – though the fraud itself will often only come to light after a person has died. It sets out some of the more common circumstances in which a fraudulent act might occur before a person dies, what the legal tests / issues are in relation to those circumstances, and what warning signs you can look out for. It also covers what initial steps you can take should you suspect that there has been a fraud committed somewhere along the line.
    £110.00 Add to cart
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    Income Tax and the Administration of Estates

    This course will cover: Income Tax in Residuary Estates, which will provide an overview of the Income Tax rules relating to estates in administration. It will also explain the Tax liabilities of beneficiaries. Income Tax and the Administration of Trusts, which will explain what the Tax rules are in relation to different types of trusts, and what the Tax rules are where a beneficiary has a life interest in the trust fund. 
    £110.00 Add to cart
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    Inheritance Tax

    Inheritance Tax (IHT) is payable on the value of a person’s estate when they die. It used to be known as Capital Transfer Tax and, more colloquially, as death duty. It is important to note that the value of an estate is not necessarily what the estate was worth “on paper” at the time of death. This course will give you a thorough grounding in the law relating to Inheritance Tax, including Nil Rate Bands, exemptions and deeds of variation.
    £110.00 Add to cart
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    Instructing Solicitors – A Practical Guide

    This course will consider various scenarios which may arise when instructing solicitors are to advise a charity and to ensure the instructions are concise, accurate and request what is required. We will cover: when it is appropriate for a charity to instruct a solicitor; the things that the charity needs to watch out for when instructing a solicitor;  what information the letter of instruction needs to contain, including the type of supporting evidence to be provided; and the different types of professional advice available to the charity.
    £90.00 Add to cart
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    International and Cross-Border Legacies

    Gifts to charities of foreign assets that are based in overseas jurisdictions, or from donors who are not UK domiciled, can cause particular estate administration challenges - and are becoming more common. This course will provide an overview of the principles and issues relating to international and cross-border legacies. It will also explain what steps charities can take to resolve these issues.
    £110.00 Add to cart
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    Legacies and the Code of Fundraising Practice

    The Code of Fundraising Practice (‘The Code’) has been in existence in one form or another since the turn of the millennium, developed initially by the fundraising community itself as a means of self-regulation and promoting good fundraising practice. This course will help ensure you understand The Code and how to implement this best practice at your charity.
    £90.00 Add to cart
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    Life Interest Trusts Holding Real Property

    A Life Interest Trust holding only real property is a fixed interest trust where a named beneficiary has the right to occupy a property and, unless limited to a right to occupy only, the life tenant will also be entitled to any income generated from any real property in the Life Interest Trust. This course will cover: Introduction to Life Interest Trusts holding real propert; Responsibilities of the trustees; Responsibilities of the life tenant; Trustees’ powers in respect of the Life Interest Trusts; IHT on cessation (when the trust ends).
    £110.00 Add to cart
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    Managing a Legacy Team

    Managing a legacy team is a great privilege but can of course have its challengesThe aim of this course is to highlight some of the key considerations and to suggest some of the options available. This course will explain: how to manage a legacy team effectively; what the responsibilities of legacy managers are; how to build relationships with key teams of the charity; and what to consider when structuring the team and allocating cases.
    £90.00 Add to cart
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    Managing Financial Life Interests

    This course will consider: what financial life interests are; the trustees’ duties in relation to managing these financial life interests; the trustees’ duties where there is a life tenant and a remainderman; and what information the beneficiaries are entitled to have.
    £110.00 Add to cart