IPW - Institute of Professional Willwriters

15/06/2026

Trustee powers can have a significant impact on how effectively a trust operates.

But where do those powers come from, when should they be used and how do you explain them clearly to clients?

Our **Introduction to Trustees' Powers Webinar** provides a practical introduction to this important area of Willwriting, helping practitioners understand the purpose of trustee powers and how they can be applied in different circumstances.

Course outcomes include:

✔ Understanding the purpose of trustee powers
✔ Identifying where trustee powers come from
✔ Understanding which powers are appropriate in different situations
✔ Explaining trustee powers clearly to clients

📅 Thursday 23rd July 2026
💻 Online Webinar
⏰ 10:00am – 1:00pm

💷 Members Only: £80

We recommend this webinar for practitioners who have passed, or are studying for, the IPW Full Members Examination (or equivalent).

https://www.ipw.org.uk/events/make-booking.aspx?guid=ba23746d-6e86-4c46-8cec-61b0b46d1705

12/06/2026

Trusts are one of the most powerful tools available in estate planning.

But knowing when to use them, how they work and how to explain them clearly to clients can be a challenge for newly qualified Willwriters.

Our **Introduction to Will Trusts** webinar is designed to provide a practical introduction to the law and application of Will Trusts, helping delegates build confidence in this important area of estate planning.

During this full-day webinar, delegates will explore:

✔ What Will Trusts are
✔ Why Trusts are used
✔ The role of trustees
✔ How trustees are appointed
✔ The practical application of Trusts within estate planning

📅 Wednesday 22nd July 2026
💻 Online Webinar
⏰ 10:00am – 5:00pm

👥 Maximum 12 delegates

💷 Members £140
💷 Non-Members £200

Ideal for newly qualified Willwriters looking to strengthen their technical knowledge and confidence when advising clients.

💻 https://www.ipw.org.uk/events/make-booking.aspx?guid=b6713f25-2aa0-4597-a763-5f9118d0ef3b
📞 0345 257 2570
📧 [email protected]

11/06/2026

Most people spend a lot of time deciding who should inherit their estate.

Far fewer spend the same amount of time deciding who should administer it.

Yet choosing the right executor can be one of the most important decisions in your Will.

An executor may be responsible for dealing with Probate, paying debts, handling HMRC matters, managing assets and ensuring beneficiaries receive their inheritance correctly.

So who should you choose? A family member? A friend? A professional?

In our latest blog, we explore:

✔ What an executor actually does
✔ Whether you should appoint more than one executor
✔ Common mistakes people make
✔ When a professional executor may be appropriate
✔ The questions you should ask before making your decision

Read the full article on our website 👉🏼 https://www.ipw.org.uk/blog/executors-who-should-you-choose-and-what-could-go-wrong.aspx

10/06/2026

⚠️ HMRC Money Laundering Regulation Changes – What Professional Will Writers Need to Know

There has been considerable discussion across the profession following HMRC's recent changes to the Money Laundering Regulations.

If you're unsure whether the changes affect your business, whether HMRC registration may now be required, or where the line sits between will writing and regulated TCSP activity, this practical member briefing is designed to help.

The webinar will cover:
✔ What the changes mean in practice
✔ Whether submitting IHT forms or registering trusts may bring firms into scope
✔ Common scenarios affecting professional will writers
✔ The three-month grace period for businesses that may need to register
✔ Practical next steps for members

📅 Wednesday 2026
🕚 11:00am
💷 £25 per person

Presented by Sue Ioannou TEP FIPW FCMI, Head of Training.
https://www.ipw.org.uk/events/make-booking.aspx?guid=c80a9b30-eb0a-450f-b47e-866fa0395e5b

If you cannot attend live, a recording will be made available afterwards.

10/06/2026

Advising elderly clients requires more than technical knowledge.

Issues such as capacity, care fees, estate planning and later-life decision making often require practitioners to balance legal considerations with sensitivity, professionalism and practical advice.

Our **Advising Elderly Clients** webinar is designed to help Willwriters develop the knowledge and confidence needed to support clients through these important conversations.

Topics include:

✔ The market for elderly clients
✔ Issues affecting elderly clients
✔ Capacity considerations
✔ Care fees and the rules surrounding them
✔ Mitigating care fees through Will planning
✔ Prepaid funeral plans
✔ Drafting tips and practical examples

📅 Wednesday 15th July 2026
💻 Online Webinar
⏰ 10:00am – 5:00pm

💷 Members £140
💷 Non-Members £200

Please note that delegates will need access to their copy of *Parkers Will Precedents (11th Edition)* during the training.

💻 https://www.ipw.org.uk/events/make-booking.aspx?guid=fe6a1e7d-f4fe-4e2d-9473-b9afe9a3c84d
📞 0345 257 2570
📧 [email protected]

09/06/2026

*"A lawyer with his briefcase can steal more than a hundred men with guns."*
– The Godfather. It’s a dramatic quote, but it highlights an important reality when it comes to inheritance disputes.

Many clients worry about adult children challenging their Will after they have gone. But does being a child automatically mean a claim will succeed?

In our latest Technical Tuesday article, Paul Tansley explores the Inheritance (Provision for Family & Dependents) Act 1975, recent case law, and the factors courts consider when deciding whether an adult child should receive financial provision from an estate.

The article examines:

✔ Who can make a claim
✔ When claims can be brought
✔ How courts assess financial need
✔ Recent successful and unsuccessful claims
✔ Why no estate is ever completely immune from challenge

An interesting read for practitioners advising clients who are considering excluding or limiting provision for adult children.

html Adult Children and Inheritance Act Claims ndash Will the kids always winWhat is the Inheritance Provision for Family amp Dependents Act 1975This piece of legislation was brought in to allow anyone who believed that a deceased person had n

08/06/2026

Further IPW Discussions with the Office of the Public Guardian

Representatives of the IPW Council met with the Office of the Public Guardian (OPG) last week to continue discussions around the operation of the Lasting Power of Attorney (LPA) service and the issues being experienced by practitioners and clients.

Several key concerns previously raised by the IPW were discussed again, including the ongoing issue of activation keys being issued to all parties involved in an LPA application. The IPW reiterated concerns about the practical implications of this approach and the potential impact on clients and advisers.

The Council also questioned why activation keys currently expire after 12 months, highlighting the difficulties this can create when LPAs are not required immediately following registration. The OPG acknowledged these concerns and advised that they will investigate further and provide a response. Discussions on these matters remain ongoing.

While no immediate changes were announced, the meeting provided a further opportunity for the IPW to represent members' concerns directly to the OPG and seek greater clarity on several operational issues affecting the profession.

The IPW will continue to engage with the OPG and will provide further updates to members as discussions progress - watch this space as this relationship continues to thrive.

08/06/2026

Digital assets are no longer a niche issue.

From cryptocurrency and online investment accounts to digital wallets and other virtual assets, more clients than ever own assets that may never appear on a traditional fact-find.

The challenge for Willwriters and estate planners is simple:

If you don't ask the right questions, those assets may never be identified, accessed or passed to beneficiaries.

Our **Cryptocurrency and Estate Planning Workshop** explores the practical implications of the Property (Digital Assets etc) Act 2025 and what it means for modern estate planning.

You'll learn:

✔ What cryptocurrency and digital assets actually are
✔ How clients typically hold them
✔ Why they create unique challenges in Wills, probate and LPAs
✔ The risks of lost access and missing assets
✔ What the Property (Digital Assets etc) Act 2025 means for practitioners
✔ How to fact-find effectively
✔ What should and should not be included in a Will

📅 Wednesday 8th July 2026
💻 Online
⏰ 9:30am – 3:30pm

💷 Members £140
💷 Non-Members £245

A practical workshop designed to help Willwriters and estate planners confidently advise clients in an increasingly digital world.

https://plutus-crypto-consulting.newzenler.com/live-webinar/ipw8thjuly26/register

Live UK training for will writers on cryptocurrency, digital assets, client fact-finding and estate planning. Includes certificate and resource pack.

05/06/2026

When advising clients, it's important to remember that equal treatment does not always mean fair treatment.

Families with disabled beneficiaries often require careful planning to ensure loved ones are protected both financially and practically, without unintentionally affecting benefits, care provision or future security.

Our **Advising Clients with Disabled Beneficiaries** webinar is designed for qualified Willwriters who want to develop their knowledge and confidence in this important area of estate planning.

This half-day online webinar will explore the law and practical considerations involved when advising clients with disabled dependants and beneficiaries.

📅 Wednesday 8th July 2026
💻 Online Webinar
⏰ 10:00am – 1:00pm
💷 Members £80 | Non-Members £120

This webinar is suitable for practitioners who have passed the IPW entrance exam (or equivalent), have relevant prior training and practical Willwriting experience.

To find out more or book your place:

💻 https://www.ipw.org.uk/events/make-booking.aspx?guid=23ec291b-c0a8-466c-aa30-49c3205b577d
📞 0345 257 2570
📧 [email protected]

04/06/2026

Mirror Wills are one of the most common estate planning options for couples.

They're often simple, practical and cost-effective.

But are they always the right choice?

Many people assume that once Mirror Wills are signed, the final distribution of the estate is set in stone. In reality, things can be more complicated.

In our latest blog, we explore:

✔ What Mirror Wills are
✔ When they work well
✔ Common misconceptions
✔ Potential risks for blended families
✔ When a trust may provide greater protection

Understanding the difference could make a significant difference to how an estate is ultimately distributed.

Read the full article on our website 👉🏼 https://www.ipw.org.uk/blog/mirror-wills-convenient-but-are-they-always-the-right-choice.aspx