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Wills and inheritance

Introduction to Probate

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Solicitors must follow a specific legal process when advising on probate matters, including gathering information and dealing with taxes and other financial issues. This course sets out this process and outlines the types of dispositions that a will may contain. With a practical focus, this course explains how to correctly calculate tax exemptions, as well as outlining the key complexities and contentions that can occur during probate.  

Whether you are new to probate, returning from a break or would simply like a refresher, this course has something for you. Enrol now! 

You may also be interested in our other wills and inheritance courses. 

What this will cover

This course will cover the following topics:  

  • the probate process  
  • the solicitor’s role within the probate process  
  • tax implications within probate 
  • problems and complexities in contentious probate  
Learning outcomes

At the end of this course, you should be able to: 

  • describe the probate process to a basic level 
  • understand the solicitor’s role within the probate process 
  • outline the basic tax implications in probate  
  • identify and describe key problems and complexities in contentious probate 
How you will learn

Course format 

This online course consists of the following elements: 

  • an interactive course presentation, with a variety of knowledge checks spaced throughout to test understanding of the material as the learner progresses 
  • an end-of-course assessment consisting of 10 questions 

Our courses conform to Web Content Accessibility Guidelines 2.1. However, some members may require an alternative version for accessibility purposes. This is available upon request via our contact us form. 

Assessment 

In order to pass the assessment, you must achieve a pass mark of 70%. 

The knowledge checks included in the course presentation are intended to aid your understanding of the content and offer the opportunity to apply your knowledge. They do not form part of the assessment. 

No. of items Discount
11 – 19 15%
20 – 29 20%
30 – 39 25%
40 + 30%
£57.89 ex VAT
Type of training
CPD
Format
Bitesize
Level
Introduction
Who is this for?
Junior lawyers
Small firms lawyers
Solicitors
Course length
30 mins
Assessment type
MCQs (Multiple Choice Questions).
SRA Competence
A2
A4

The experts

Dr Benedict Turner

Expert
Facilitator

View expert bio