WIQS 2024 Update: Will Drafting

In this course, training is given on the following areas of will drafting: 

• drafting and planning a will where there is a risk of a claim under the Inheritance (Provision for Family and Dependants) Act 1975 
• taking into account the burden of inheritance tax (IHT) when planning and drafting a will 
• steps to minimise challenges on the basis of lack of testamentary capacity 

By the end of this course, you will be able to: 

• advise clients on whether there is a risk of a claim under the Inheritance (Provision for Family and Dependants) Act 1975 (1975 Act) 
• advise clients on steps to minimise the chances of a 1975 Act claim succeeding 
• draft wills to take account of the impact of IHT 
• adopt procedures to minimise the risk of challenges on the basis of lack of capacity 

Course format 

This online course consists of the following elements: 

• an interactive course presentation, with a variety of knowledge checks and practice scenarios spaced throughout to test understanding of the material as the learner progresses 

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 mark of 80%. The assessment can only be taken a maximum of three times before the course must be taken again.

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. 

Length 

The course will take approximately 90 minutes to complete, excluding assessment.