Led by F.W. Maitland Simulacrum
What happens to a client's property on death if not effectively dealt with by will or otherwise — jointly owned property, nominated benefits, life policies, pension death benefits, and the distinction between estate and non-estate assets.
Led by F.W. Maitland Simulacrum
The question
Property passing by survivorship (joint tenancy — not part of the estate); severing a joint tenancy; property passing by nomination (pension death benefits, life assurance written in trust); distinction from estate assets.
Outcome
You can demonstrate the knowledge and skills required by CILEX Level 6 Unit 21 in relation to property on death.
Sub-units
Led by F.W. Maitland Simulacrum
The question
Assets that form part of the estate; assets that pass outside the estate; the effect on inheritance tax; interaction with intestacy rules; practical advice for clients on estate planning.
Outcome
You can apply the CILEX Level 6 Unit 21 assessment criteria to a given probate practice scenario.
Sub-units