HTF Legal provides in-house & bespoke training to law firms in the private client sector

Our training courses have been designed to help you improve your drafting skills and keep abreast of the latest developments and best-practice in the following areas:-

  • Wills and trusts
  • Personal Injury
  • Probate and administration
  • Lasting Powers of Attorney and Business Powers of Attorney
  • Tax Planning
  • Court of Protection Applications
  • Managing a Professional Deputyship
  • Personal injury trusts

About...

Our courses are provided by Helen Forster, T.E.P, who regularly lectures nationally in this area with firms such as MBL Seminars Limited. She has also partnered with regional Law Societies to deliver training, as well as speaking at national events such as the Inheritance Tax Conference and Estate Planning Conferences in 2019 and 2020.


Continuing Professional Development is defined by the CPD Certification Service, the body that oversees and supports CPD across all industries, as:


"the learning activities professionals engage in to develop and enhance their abilities. It enables learning to become conscious and proactive, rather than passive and reactive."


Our courses are therefore designed for employees to learn, grow and develop their skills so that they can manage their caseload more efficiently, and pick up on problem areas faster. They are especially valuable for in-house lawyers and ABS structures who may not have the type of training and career development structure that some law firms offer and therefore need to take greater ownership and control over the personal learning and development of their team. We will help you to maintain your competence in the private client sector and keep up-to-date with new case law and changes in practice.


HTF Legal Limited is authorised by the SRA
No: 812011

Our courses are designed so that you can “bolt on” courses together to provide comprehensive training to your team.

Courses will be tailored to your needs to ensure any particular areas of concern are dealt with in detail. Each course can be available for any number of participants, and in your preferred format, or combination.


Our bespoke training can be provided as face-to-face training at your location or as a Learn Live programme or Webinar. Each participant will receive a full comprehensive set of notes available as a hardcopy and electronically.


An overview of our course outlines can be found below.
Click on the course title to read more.

  • add_circlePROBLEM AREAS IN ESTATE ADMINISTRATION

    Probate and administration of estates is an area fraught with pitfalls if you do not manage the administration correctly. This leaves executors in a situation where they can be potentially liable for loss caused to the beneficiaries in cases where they did not even realise they had made an error.


    When acting as a professional executor you need to be aware of the problem areas to ensure you protect your firm and meet the service levels agreed to your clients.


    This practical, interactive full day programme is designed to develop your skills and focuses on delivering practical and applied training in the key problem areas in order to enhance your knowledge on the application of the rules.


    What You Will Learn

    • Ascertaining assets/ liabilities and applying reliefs; quick succession, BPR, APR and gifts out of income
    • Potentially exempt transfers and the backwards shadow, and the impact this can have on your estate
    • Gifts with reservation of benefit and pre owned asset tax
    • Tax: inheritance tax, residence nil rate band, capital gains tax and income tax and when they apply to an estate
    • Trusts and their treatment in respect of the deceased's estate
    • Missing beneficiaries
    • Contested estates: Larke v Nugus, inheritance act claims and claims for breach of duty
    • Case law updates

    Typical duration: 1 day
    Pricing from £250 per attendee
    Delivery: face to face/learn live

  • add_circleAN OVERVIEW OF WILL DRAFTING - Validity, Interpretation & Problem Areas

    Will drafting is an ever changing area of law due to the complexities of tax, second marriages and interpretation by the courts. It is important to understand not only how to draft a will but how the law is applied regarding assumed duties and inheritance, revocation, beneficial entitlement and mental capacity.


    This course will provide you with a comprehensive introduction to this area. It will discuss the validity of wills and the most common types of will that are drafted today. The course will also give you practical tips on the pitfalls of drafting a will and the common problems practitioners face, providing up to date case law, including when disclosure of a will is necessary.


    What You Will Learn

    • Terminology and basic requirements
    • Formal validity
    • Privileged wills
    • Knowledge and approval of contents and Undue influence
    • Incorporation by reference
    • Drafting a will
    • Inheritance tax
    • Standard clauses in a will
    • ‘Simple wills’, Life interest wills, Discretionary trust wills and the 2 year rule
    • Interpreting Clauses in a Will
    • Other types of gift
    • Appointment of trustees
    • The use of STEP provisions and extending/reducing personal representatives’ and trustees’ statutory powers
    • Revocation and Alteration of a Will
    • Alterations to a will
    • Rectification of a will
    • Unknown and missing beneficiaries
    • Survivorship clauses
    • Current Case Law

    Typical duration: 1-2 days
    Pricing from £350 per attendee
    Delivery: classroom/face to face or Learn Live

  • add_circleTHE COURT OF PROTECTION - MAKING AN APPLICATION AND ACTING AS PROFESSIONAL DEPUTIES

    The Court of Protection is constantly evolving, not only to cope with the level of demand for its services, but also to ensure that 'P' is protected at all times. Professional Deputies are often required to provide assistance to “P” in the management of their property and financial affairs.


    This course will provide you with the latest practice and procedures to enable you to make simple and complex applications in the Court of Protection, and in addition give practical advice to assist in making Deputyship a sustainable part of your business for the future.


    This course is regularly combined with our Complex Applications in the Court of Protection and Costs in the Court of Protection to provide your team with a comprehensive overview of the Court of Protection Regime.


    What You Will Learn

    • Overview of the Court of Protection and their Authority
    • Procedure for making applications and the Mental Capacity Act 2005
    • Notifying Parties
    • COP3 changes
    • Fees, fee remission applications and retrospective claims
    • Making Urgent Applications in the Court of Protection
    • Code of Practice and Professional Deputy Standards
    • An overview of Costs and the SCCO
    • Investments; your responsibilities
    • Annual accounting and tax returns; new regulations
    • Court of Protection visitors and supervision by the OPG
    • Current Legislation and Case Law
    • An overview of other common applications; Family Care Payments and Statutory Wills
    • What to do on the death of “P”.

    Typical duration: 1-2 days
    Pricing from £350 per attendee
    Delivery: classroom/face to face or Learn Live

  • add_circleMORE COMPLEX APPLICATIONS IN THE COURT OF PROTECTION

    The Court of Protection has been seen by many as being required only for the appointment of a deputy, however, it has a much broader remit and a number of applications can be brought under it. This new course will explain the different areas the Court of Protection manage, and will go through in detail some of the more complex applications that can be brought within the same.


    It will provide you with practical advice on the procedures and problems that have been faced in the past by practitioners, including recent case law on the subject to highlight the pitfalls.


    What You Will Learn

    • A reminder of the Court of Protection
    • How to make a statutory will application, and the pitfalls
    • Making applications for gifting and tax planning
    • How to remove a trustee
    • Equity release applications
    • Removing attorneys or deputies
    • Family care payments
    • ACC and the issues therein
    • A case law update

    Typical duration: 1 day
    Pricing from £250 per attendee
    Delivery: face to face/learn live

  • add_circlePROFESSIONAL DEPUTIES AND COSTS - An Update

    Acting as a professional deputy is a rewarding position and if done correctly can also be profitable for your firm. However, many practitioners are put off when they submit their bill for costs and this is knocked down significantly by the SCCO.


    This new course is aimed at any firm offering this service, and will provide up to date information on how the fees system works, current rules and regulations and analysis of the case law surrounding costing.


    We will then consider the practical application of these rules, and how to set out your files to enable the most cost effective management for you.


    We will also consider the new OPG forms and the practicalities of these, and problems that can arise if your fees increase for an unpredictable reason.


    What You Will Learn

    • An overview of the current structure for billing
    • Current allowances for costs in the Court of Protection
    • Up to date case law on costing
    • SCCO guidelines
    • Practical tips on drafting
    • How to lay out your files in a cost effective manner
    • Completing your OPG forms

    Typical duration: 1 day
    Pricing from £250 per attendee
    Delivery: face to face/learn live

  • add_circleAN INTRODUCTION TO PERSONAL INJURY TRUSTS

    This new course will provide you with the essentials on when and how you should advise your clients to consider the founding of a personal injury trust and deputyship. It will also cover how personal injury trusts and deputyship are a niche area full of traps for the unwary and why specialist advice should be made available to the client, in addition to death and inheritance tax issues.


    Many practitioners are happy to act as professional trustees and should be aware of the rules and regulations surrounding the same, to ensure that they do not become liable for breach of duty.


    What You Will Learn

    • What is a personal injury trust?
    • When are they required, and when can they be set up?
    • Types of personal injury trust
    • A reminder of the means tested benefits position for income related benefits and residential care
    • What can a personal injury trust obtain for the compensated person?
    • Financial advice and investment of personal injury awards
    • Periodical payments and structured settlements; advantages and disadvantages
    • Personal injury trusts and the Court of Protection; applying for a PI trust for ‘P’
    • Acting as professional trustee - Trustee Act duties, special investment related concerns and Solicitors Accounts Rules
    • Purchasing property as trustee
    • Death and inheritance tax
    • Problem areas

    Typical duration: 1 day
    Pricing from £250 per attendee
    Delivery: face to face/learn live

News

Guidance on making wills using video-conferencing - GOV.UK

The legislation applies to codicils (documents that formally modify or amend an original will). Codicils must satisfy the same signing and witnessing rules that are involved in the making of a will.

Get in touch...

Address: Office 21, Parkhill Business Centre Annexe, Walton Road, Wetherby, England, LS22 5DZ


HTF Legal Limited is authorised by the SRA.
SRA number: 812011

Monday - Friday:

9am till 5:30pm

Closed Weekends & Bank Holidays

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