Training Matrix 2008/9, sponsored by

Please note that this matrix will be updated from time to time as new information becomes available.  To see the contents of any individual column more easily, just click on the event date (in red) at the top of the column.

   PLEASE BE AWARE COURSES MAY BE SUBJECT TO CHANGE HOWEVER AS MUCH NOTICE AS POSSIBLE WILL BE GIVEN                                 
   2009                                 
 CONTINUOUSJANUARY 2009FEBRUARY 2009MARCH 2009APRIL 2009APRIL 2009MAY 2009JUNE 2009JULY 2009SEPTEMBER 2009OCTOBER 2009NOVEMBER 2009DECEMBER 2009
Date:  09th January15-16th January22nd January5th February11th February12th February17th February27th February5-6th March19th March26-27th March31st March14th April22nd April29th April15th May4-5th June9th June17th June25-26th June2-3rd July7th July15th July9th September23rd September29th September1-2nd October6th October14th October21st October5-6th November18th November8th December15-16th December
Event:ILM Certificate in Charity Legacy Administration
(In association with The College of Law)
 Against All Odds - Maximising Assets in a difficult marketBeginners' Legacy Administration

Withers' Legacy Labyrinth

Managing Legacies in changing times - adapting to a new economic climate.
Withers' Legacy Labyrinth

Managing Legacies in changing times - adapting to a new economic climate.
CICLA REVISION COURSETax in Estates & TrustsBlake Lapthorn Lunchtime WorkshopScottish ProbateIntermediate Legacy AdministrationWilsons' SeminarBeginners' Legacy AdministrationBlake Lapthorn Lunchtime WorkshopBlake Lapthorn Lunchtime WorkshopBeginners' Inheritance TaxEffective CommunicationILM Annual Conference 2009Advanced Legacy AdministrationBlake Lapthorn Lunchtime WorkshopCICLA REVISION SESSIONContentious Probate

2 days
Beginners' Legacy AdministrationBlake Lapthorn Lunchtime WorkshopIntellectual Property & Data ProtectionLegacy Forecasting & Effective PlanningBeginners' Inheritance TaxBlake Lapthorn Lunchtime WorkshopBeginners' Legacy AdministrationBlake Lapthorn Lunchtime WorkshopCICLA REVISION SESSIONRegional Legacy Officers' SeminarIntermediate Legacy AdministrationAdvanced Inheritance TaxBlake Lapthorn Lunchtime WorkshopAdvanced Legacy Administration
Location:Home study British Red Cross, Moorgate, LondonBritish Red Cross, Moorgate, London16 Old Bailey, London EC4M 7EG16 Old Bailey, London EC4M 7EG  Blake Lapthorn's Farringdon offices, London


12.30pm - 2.30pm
British Red Cross, Moorgate, LondonSalvation Army International Headquarters, LondonTBCBritish Red Cross, Moorgate LondonBlake Lapthorn offices,

***OXFORD***

Seacourt Tower
West Way
Oxford
OX2 0FB

12.30pm-2.30pm
Blake Lapthorn's Farringdon offices, London


12.30pm - 2.30pm
 British Red Cross, Moorgate, LondonCBI Conference Centre, Centre Point, LondonCRUK, 61 Lincolns Inn Fields, London
Blake Lapthorn offices,

***OXFORD***

Seacourt Tower
West Way
Oxford
OX2 0FB

12.30pm-2.30pm
 Dickinson Dees offices, LondonBritish Red Cross Society, Moorgate, LondonBlake Lapthorn's Farringdon offices, London


12.30pm - 2.30pm
British Red Cross, Moorgate, LondonBritish Red Cross, Moorgate, London Blake Lapthorn's Farringdon offices, London


12.30pm - 2.30pm
British Red Cross Society, Moorgate LondonBlake Lapthorn Offices

***Chandlers Ford***

New Kings Court
Tollgate
Chandler's Ford
Eastleigh
SO53 3LG

12.30pm-2.30pm
 Henmans offices, Oxford British Red Cross, Moorgate, LondonBlake Lapthorn's Farringdon offices, London


12.30pm - 2.30pm
CRUK, 61 Lincolns Inn Fields, London
Cost:£750 ILM Members £170
Non-members £210
ILM Members £290
Non-members £380
See Withers mailing for detailsSee Withers mailing for detailsFree to studentsILM Members £170
Non-members £210
£25 ILM Members; £40 Non-members

including lunch
ILM Members £170
Non-members £210
ILM Members £290
Non-members £380
See Wilsons' mailing for detailsILM Members £290
Non-members £380
£25 ILM Members; £40 Non-members

including lunch
£25 ILM Members; £40 Non-members

including lunch
ILM Members £170
Non-members £210
ILM Members £170
Non-members £210
TBCILM Members £290
Non-members £380
£25 ILM Members; £40 Non-members

including lunch
Free to studentsILM Members £290
Non-members £380
ILM Members £290
Non-members £380
£25 ILM Members; £40 Non-members

including lunch
ILM Members £170
Non-members £210
ILM Members £170
Non-members £210
ILM Members £170
Non-members £210
£25 ILM Members; £40 Non-members

including lunch
ILM Members £290
Non-members £380
£25 ILM Members; £40 Non-members

including lunch
Free to studentsTBCILM Members £290
Non-members £380
ILM Members £170
Non-members £210
£25 ILM Members; £40 Non-members

including lunch
ILM Members £290
Non-members £380
Content:Professional study With speakers from amongst our Corporate Partners and charity members, this day long course will look at how a Legacy Officer can still try and get the most for their charity in a market with declining property and share prices, looking at options such as leasing property instead of selling, retaining shares when it conflicts with yoru ethical portfolio etc, and what individual charities are doing to shore up their legacy income.Your regular chance to attend for those new to legacy administration or just wanting a refresher. This two day course led by Lorna Stevenson, Legacy Manager British Red Cross and Nichola Sims (ILM Training Manager) will cover most of the day to day issues that new legacy officers will face, covering the basics of Probate Law and charity legacy administration.

Taught in a very relaxed manner, the first day will look at the law underpinning the work of a Legacy Offic er, together with charity specific issues such as ex gratia payments.

Day 2 will focus on working through a case file, tackling the administration of an estate at your charity head on, dealing with all the problems you'll come up against in the course of your work.
The ever popular annual seminar from the Withers' team, featuring a mix of presentations and smaller group sessions.

See mailings for more details or contact Lindsay Andrew on +44 (0)20 7597 6579.
The ever popular annual seminar from the Withers' team, featuring a mix of presentations and smaller group sessions.

See mailings for more details or contact Lindsay Andrew on +44 (0)20 7597 6579.
 The annual presentation of this popular and important course by Gaynor Jackson of Campbell Hooper LLP, seeking to provide the delegate with the skills to recognise and correctly calculate the application of tax levied in both estates and trusts such as CGT, IHT and income tax, in accordance with charity exemptions and current legislation.The next in our regular workshops in association with Blake Lapthorn.

Subject matter to be advised nearer the time in order to respond to current issues.
The annual outing for this exceptionally popular course run by Turcan Connell, looking at Scottish probate and other associated issues.

This course proved very popular so early booking is advised.
The next in our twice yearly course looking at issues such as Property and the second day on an introduction to Contentious Probate and managing solicitors! Your regular chance to attend for those new to legacy administration or just wanting a refresher. This two day course led by Lorna Stevenson, Legacy Manager British Red Cross and Nichola Sims (ILM Training Manager) will cover most of the day to day issues that new legacy officers will face, covering the basics of Probate Law and charity legacy administration.

Taught in a very relaxed manner, the first day will look at the law underpinning the work of a Legacy Offic er, together with charity specific issues such as ex gratia payments.

Day 2 will focus on working through a case file, tackling the administration of an estate at your charity head on, dealing with all the problems you'll come up against in the course of your work.
The next in our quarterly workshops in association with Blake Lapthorn.

Subject matter to be advised nearer the time in order to respond to current issues.
The next in our regular workshops in association with Blake Lapthorn.

Subject matter to be advised nearer the time in order to respond to current issues.
Seeking to provide the student with a basic understanding of IHT, the ability to appreciate an incorrect application and the skills to reassess the correct apportionment of IHT between exempt and non-exempt beneficiaries. The course, led by the team from Wilsons will be a mixture of lectures and practical examples. ILM's Annual Conference with expert speakers in the morning session & workshops in the afternoon, the ILM AGM and, in honour of the 10th Anniversary of ILM - an evening canape & drinks reception to follow late into the evening!!

Confirmed speakers already include Richard Radcliffe.
Two days to include a day of contentious probate with Peter Steer and James Aspden of Wilsons LLP, together with another day led by Helen Hoare (CRUK, ILM Training Director) looking at the issues surrounding legacy administration and more technical areas of both probate and management.The next in our regular workshops in association with Blake Lapthorn.

Subject matter to be advised nearer the time in order to respond to current issues.
 Led by the team from Dickinson Dees LLP, the two days will allow for lots of practical exploration of the subject, with lectures as well as workshop sessions, moving on from a basic knowledge of contentious probate, to focus in more depth and explore more niche issues landing on Legacy Officers' desksYour regular chance to attend for those new to legacy administration or just wanting a refresher. This two day course led by Lorna Stevenson, Legacy Manager British Red Cross and Nichola Sims (ILM Training Manager) will cover most of the day to day issues that new legacy officers will face, covering the basics of Probate Law and charity legacy administration.

Taught in a very relaxed manner, the first day will look at the law underpinning the work of a Legacy Offic er, together with charity specific issues such as ex gratia payments.

Day 2 will focus on working through a case file, tackling the administration of an estate at your charity head on, dealing with all the problems you'll come up against in the course of your work.
The next in our regular workshops in association with Blake Lapthorn.

Subject matter to be advised nearer the time in order to respond to current issues.
Hosted by Geoff Thomas of Lester Aldridge LLP, and featuring sessions from their specialist Intellectual Property and Data Protection (Rosemary Collins) teams, this course will look at when and where data protection legislation affects the legacy sector and the administration of an estate, together with what you should be doing to protect intellectual property you inherit from an estate, together with that already belonging to your charity. Seeking to provide the student with a basic understanding of IHT, the ability to appreciate an incorrect application and the skills to reassess the correct apportionment of IHT between exempt and non-exempt beneficiaries. The course, led by the team from Wilsons will be a mixture of lectures and practical examples.The next in our regular workshops in association with Blake Lapthorn.

Subject matter to be advised nearer the time in order to respond to current issues.
Your regular chance to attend for those new to legacy administration or just wanting a refresher. This two day course led by Lorna Stevenson, Legacy Manager British Red Cross and Nichola Sims (ILM Training Manager) will cover most of the day to day issues that new legacy officers will face, covering the basics of Probate Law and charity legacy administration.

Taught in a very relaxed manner, the first day will look at the law underpinning the work of a Legacy Offic er, together with charity specific issues such as ex gratia payments.

Day 2 will focus on working through a case file, tackling the administration of an estate at your charity head on, dealing with all the problems you'll come up against in the course of your work.
The next in our regular workshops in association with Blake Lapthorn.

Subject matter to be advised nearer the time in order to respond to current issues.
 The annual and very popular day's presentations from the team at Henmans and other expert presenters.

More details nearer the time.
The next in our twice yearly course with half a day on Inheritance Tax; half a day on Property and the second day on an introduction to Contentious Probate and managing solicitors!The annual presentation of this popular and important course , looking in greater depth at Inheritance Tax and the various issues such as the transferable NRB, Taper Relief, Agricultural Property Relief and anything else remaining or added in Budgets throughout 2009!The next in our regular workshops in association with Blake Lapthorn.

Subject matter to be advised nearer the time in order to respond to current issues.
Two days to include a day of contentious probate with Peter Steer and James Aspden of Wilsons LLP, together with another day led by Helen Hoare (CRUK, ILM Training Director) looking at the issues surrounding legacy administration and more technical areas of both probate and management
Relevance to Legacy Officer or Manager:High        High       High                  
Relevance to Senior Legacy Asst:High        High       High                  
Relevance to Junior Legacy staff:High        High       High                  
CPD points:No        5 hours