| | | | PLEASE BE AWARE THAT ALL DATES ARE SUBJECT TO CHANGE AND CONFIRMATION | | | | | | PLEASE BE AWARE THAT ALL DATES ARE SUBJECT TO CHANGE AND CONFIRMATION | | | | | | PLEASE BE AWARE THAT ALL DATES ARE SUBJECT TO CHANGE AND CONFIRMATION | | | | PLEASE BE AWARE THAT ALL DATES ARE SUBJECT TO CHANGE AND CONFIRMATION | | | | | |
| | | | 2012 | | | | | | | | 2012 | | | | | | | | | | | | | |
| | CONTINUOUS | | FEBRUARY 2012 | | | MARCH 2012 | | | APRIL 2012 | MAY 2012 | | JUNE 2012 | | | JULY 2012 | | SEPTEMBER 2012 | | OCTOBER 2012 | | | NOVEMBER 2012 | | DECEMBER 2012 |
| Date: | | | 2nd February | 8th February | 9th-10th February | 9th March | 15th March | RESCHEDULED - DATE TO BE CONFIRMED | 25th April | 9th May | 25th May | 13th June | 14th-15th June | 27th June | 5th-6th July | 18th July | 12th September | 26th September | 3rd October | 17th October | 18th-19th October | 15th-16th November | 28th November | 13th-14th December |
| Event: | ILM Certificate in Charity Legacy Administration
(In association with The College of Law) | | Withers' Legacy Labyrinth | CiCLA Revision Session | Beginners' Legacy Administration | Scottish Probate -
Non-contentious & contentious | Wilsons' Charity Legacy Officers' Seminar | Added Value & Legacy Forecasting | Introductory Trusts & Remainders | Essential Legacy Administration for Fundraisers | ILM Annual Conference | CiCLA Revision Session | Beginners' Legacy Administration | Mediation | Intermediate Legacy Administration | Beginners' Inheritance Tax | Discretions & Responsibilities of a Legacy Officer | Management Skills for Legacy Officers | Land & Property | CiCLA Revision Session | Beginners' Legacy Administration | Intermediate Legacy Administration | Advanced Inheritance Tax | Advanced Legacy Administration |
| Location: | Home study | | Withers' London Offices | Blake Lapthorn's London offices, Farringdon, London | Stone King, London | Parkinson's UK, London | Commonwealth Club, London | The Art Fund, South Kensington, London | Muscular Dystrophy Campaign, London | TBC | CBI Conference Centre, London | TBC | Parkinson's UK, London | Blake Lapthorn, London | Dogs Trust, London | TBC | TBC | TBC | Leukaemia & Lmphoma Research, London | TBC | Stone King, London | TBC | TBC | TBC |
| Cost: | £830 | | See Withers' mailings for details | Free to all Level 2 & 3 Students | ILM Members £300
Non-members £400 | ILM Members £175
Non-members £220 | See Wilsons' mailings for details | ILM Members £175
Non-members £220 | ILM Members £175
Non-members £220 | ILM Members £175
Non-members £220 | | Free to all Level 2 & Level 3 Students | ILM Members £300
Non-members £400 | ILM Members £175
Non-members £220 | ILM Members £300
Non-members £400 | ILM Members £175
Non-members £220 | ILM Members £175
Non-members £220 | ILM Members £175
Non-members £220 | ILM Members £175
Non-members £220 | Free to all Level 2 & 3 Students | ILM Members £300
Non-members £400 | ILM Members £300
Non-members £400 | ILM Members £175
Non-members £220 | ILM Members £300
Non-members £400 |
| Content: | Professional study | | | PLACES MUST BE PRE-BOOKED AS SPACE IS STRICTLY LIMITED
Led by Alison Talbot, Blake Lapthorn and Charis Hingorani, Stroke Association, the morning will focus on Assessment Level 2 with the afternoon on Assessment Level 3. | The first run of 2012 for this essential course for all those entering the legacy profession.
This two day course led by Adam Buckles, British Red Cross / ILM Membership Director and Nichola Sims (ILM Training Manager) will cover 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 Officer, together with charity specific issues.
Day 2 will focus on working through a case file, tackling the administration of an estate at your charity head on, and dealing with all the problems you'll come up against in the course of your work.
| A revised programme for 2012 for this popular course run by the team from Turcan Connell Solicitors.
Topics to be covered include:
* Scots law and Devolution
* Validity of Wills & Relevant court actions
* Recovering Assets
* Legal Rights/Co-habitants Rights
* Scottish Property Law & Potential Litigation
* Charities in Scotland
* Complaints against Solicitors & Solicitors Costs
* Costs of Litigation
| | A half day looking at how to secure and record added value on legacy income, with the second half of the day looking at legacy forecasting.
Each half day session can be booked individually or together for a reduced price.
More details to follow. | Led by ILM members from the banking sector as well as investment professionals, the course will aim to provide a full introduction to trusts and remainder interests.
Looking at what the terms mean, what trust funds should contain and how to manage a charity's interest, these course is essential for those who are currently treading water in this area and want to ensure their charity's interests are not being threatened or damaged in any way.
More details to follow. | Giving an overview of the whole administrative process from death to finalisation of the administration, the course benefits working relations in any charity through a shared knowledge and appreciation of what is actually involved in legacy administration and what legacy fundraisers need to be aware of when contacting potential legatees. | This very popular event returns to the CBI Conference Centre oncve again for the usual mix of legal updates, topical issues and networking. | | The next run of 2012 for this essential course for all those entering the legacy profession.
This two day course led by Adam Buckles, British Red Cross / ILM Membership Director and Nichola Sims (ILM Training Manager) will cover 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 Officer, together with charity specific issues.
Day 2 will focus on working through a case file, tackling the administration of an estate at your charity head on, and dealing with all the problems you'll come up against in the course of your work.
| Following the success of last year's course, ILM offers another chance to take part in a practical mediation session led by expert independent mediators from Blake Lapthorn solicitors.
More details to follow | The next step in the ILM Core programme for those who have completed the Beginners' course or who may have come to the charity sector from a non-contentious probate background.
Day 1 of the course is led by Alison Talbot and Catherine Paget of Blake Lapthorn Solicitors with an introduction to Contentious Probate and dealing with solicitors.
Day 2 is led by the ILM Training Team looking at property, ex gratia payments and saving charitable gifts. | The annual chance to attend this essential course which runs alongside the ILM Core Programme to give all ILM members a fighting chance at understanding Inheritance Tax!
Led by the team from Wilsons LLP and looking at when and why it is incurred, together with correct apportionment, this course is essential not only for newer members of ILM but also longer standing ones who may be grateful for a recap.
| Aimed at ILM members who have entered the charity sector from private practice as well as other solo practitioners and legacy team leaders.
More details to follow | With increasing responsibilities placed upon legacy team leaders, this course will aim to assist and equip you with the skills to tackle tasks such as the following:
Policies & procedures
Setting KPIs
Team guidance
People management
Managing upwards, downwards, sideways etc
Risk management
Barriers on discretion
Disaster recovery
Branch legacies
Restricted income
| Looking at the processes involved in optimising income from land and property left to charities in estates.
More details to follow | | The final run for 2012 for this essential course for all those entering the legacy profession.
This two day course led by Adam Buckles, British Red Cross / ILM Membership Director and Nichola Sims (ILM Training Manager) will cover 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 Officer, together with charity specific issues.
Day 2 will focus on working through a case file, tackling the administration of an estate at your charity head on, and dealing with all the problems you'll come up against in the course of your work.
| The next step in the ILM Core programme for those who have completed the Beginners' course or who may have come to the charity sector from a non-contentious probate background.
Day 1 of the course is led by Alison Talbot and Catherine Paget of Blake Lapthorn Solicitors with an introduction to Contentious Probate and dealing with solicitors.
Day 2 is led by the ILM Training Team looking at property, ex gratia payments and saving charitable gifts. | The annual look at building on your basic IHT knowledge to look morfe closely at more advanced topics such as the various Reliefs available and anything added or changed by the Government during 2011 and led as usual by Gaynor Jackson of Speechly Bircham. | 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 (Age UK, Chair ILM) looking at the issues surrounding legacy administration and more technical areas of both probate and management and Gaynor Jackson of Speechly Bircham Solicitors looking at niche areas such intestacy and indemnities. |
| Relevance to experienced Legacy Manager: | High | | | | Low | High | | Medium | Medium | | High | | Low | High | Medium | Medium | | High | High | | | | | |
| Relevance to Senior Legacy Asst: | High | | | | Medium | High | | High | High | | High | | Medium | High | High | High | | Medium | High | | | | | |
| Relevance to Junior Legacy staff: | High | | | | High | High | | High | High | | High | | High | Medium | High | High | | Low | High | | | | | |
| CPD points: | No | | | | | | | | | | 3.5 | | | | | | | | | | | | | |
