| | | | PLEASE BE AWARE COURSES MAY BE SUBJECT TO CHANGE HOWEVER AS MUCH NOTICE AS POSSIBLE WILL BE GIVEN | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
| | | | 2009 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
| | CONTINUOUS | | JANUARY 2009 | | | FEBRUARY 2009 | | | | | MARCH 2009 | | | | APRIL 2009 | APRIL 2009 | | MAY 2009 | JUNE 2009 | | | | JULY 2009 | | | SEPTEMBER 2009 | | | OCTOBER 2009 | | | | NOVEMBER 2009 | | DECEMBER 2009 | |
| Date: | | | 09th January | 15-16th January | 22nd January | 5th February | 11th February | 12th February | 17th February | 27th February | 5-6th March | 19th March | 26-27th March | 31st March | 14th April | 22nd April | 29th April | 15th May | 4-5th June | 9th June | 17th June | 25-26th June | 2-3rd July | 7th July | 15th July | 9th September | 23rd September | 29th September | 1-2nd October | 6th October | 14th October | 21st October | 5-6th November | 18th November | 8th December | 15-16th December |
| Event: | ILM Certificate in Charity Legacy Administration
(In association with The College of Law) | | Against All Odds - Maximising Assets in a difficult market | Beginners' 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 COURSE | Tax in Estates & Trusts | Blake Lapthorn Lunchtime Workshop | Scottish Probate | Intermediate Legacy Administration | Wilsons' Seminar | Beginners' Legacy Administration | Blake Lapthorn Lunchtime Workshop | Blake Lapthorn Lunchtime Workshop | Beginners' Inheritance Tax | Effective Communication | ILM Annual Conference 2009 | Advanced Legacy Administration | Blake Lapthorn Lunchtime Workshop | CICLA REVISION SESSION | Contentious Probate
2 days | Beginners' Legacy Administration | Blake Lapthorn Lunchtime Workshop | Intellectual Property & Data Protection | Legacy Forecasting & Effective Planning | Beginners' Inheritance Tax | Blake Lapthorn Lunchtime Workshop | Beginners' Legacy Administration | Blake Lapthorn Lunchtime Workshop | CICLA REVISION SESSION | Regional Legacy Officers' Seminar | Intermediate Legacy Administration | Advanced Inheritance Tax | Blake Lapthorn Lunchtime Workshop | Advanced Legacy Administration |
| Location: | Home study | | British Red Cross, Moorgate, London | British Red Cross, Moorgate, London | 16 Old Bailey, London EC4M 7EG | 16 Old Bailey, London EC4M 7EG | | | Blake Lapthorn's Farringdon offices, London
12.30pm - 2.30pm | British Red Cross, Moorgate, London | Salvation Army International Headquarters, London | TBC | British Red Cross, Moorgate London | Blake 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, London | CBI Conference Centre, Centre Point, London | CRUK, 61 Lincolns Inn Fields, London
| Blake Lapthorn offices,
***OXFORD***
Seacourt Tower
West Way
Oxford
OX2 0FB
12.30pm-2.30pm
| | Dickinson Dees offices, London | British Red Cross Society, Moorgate, London | Blake Lapthorn's Farringdon offices, London
12.30pm - 2.30pm | British Red Cross, Moorgate, London | British Red Cross, Moorgate, London | | Blake Lapthorn's Farringdon offices, London
12.30pm - 2.30pm | British Red Cross Society, Moorgate London | Blake 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, London | Blake 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 details | See Withers mailing for details | Free to students | ILM 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 details | ILM 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 | TBC | ILM Members £290
Non-members £380 | £25 ILM Members; £40 Non-members
including lunch | Free to students | ILM 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 students | TBC | ILM 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' desks | 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. | 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 | | | | | | | | | | | | | | | | | | | | | | | | | | |
