Master Your Finances Course

Estate planning is the process of ensuring your legacy is handled exactly as you wish. This course provides an educational overview of how Inheritance Tax works, the role of trusts, and the importance of professional estate management. We focus on the principles of asset distribution and the frameworks used to protect wealth for the next generation. By understanding these concepts, you’ll be better prepared to have meaningful conversations with legal professionals, ensuring your hard-earned assets are protected and passed on correctly.

Course Curriculum

12 Chapters · 179 Lessons

1
Understanding Wills: Ensuring Your Wishes are Carried Out
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  The Fundamentals of Wills
3. (Included in full purchase)
  Creating Your Will
4. (Included in full purchase)
  Making Your Will Work
5. (Included in full purchase)
  Understanding Trusts in Your Will
6. (Included in full purchase)
  Choosing Your Executor
7. (Included in full purchase)
  Practical Considerations
8. (Included in full purchase)
  Inheritance Tax and Your Will
9. (Included in full purchase)
  Protecting Vulnerable & Young Beneficiaries
10. (Included in full purchase)
  Wills and Digital Assets
11. (Included in full purchase)
  Case Studies
12. (Included in full purchase)
  Personal Reflection
13. (Included in full purchase)
  Frequently Asked Questions
14. (Included in full purchase)
  Additional Help and Resources
15. (Included in full purchase)
  Knowledge Check Quiz
16. (Included in full purchase)
  Module Complete
2
Understanding Trusts: Guide to Trust Planning
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Demystifying Trusts
3. (Included in full purchase)
  Types and Their Purposes
4. (Included in full purchase)
  When Trusts Become Useful
5. (Included in full purchase)
  Trusts and Vulnerable Beneficiaries
6. (Included in full purchase)
  Professional Guidance Gateway
7. (Included in full purchase)
  Understanding Trust Costs
8. (Included in full purchase)
  Navigating Trust Taxation
9. (Included in full purchase)
  Creating Your Trust
10. (Included in full purchase)
  Trust Management
11. (Included in full purchase)
  Concluding Thoughts
12. (Included in full purchase)
  Case Studies
13. (Included in full purchase)
  Personal Reflection
14. (Included in full purchase)
  Frequently Asked Questions
15. (Included in full purchase)
  Additional Help and Resources
16. (Included in full purchase)
  Knowledge Check Quiz
17. (Included in full purchase)
  Module Complete
3
Powers of Attorney: Your Options for Planning Ahead
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What Is a Power of Attorney?
3. (Included in full purchase)
  Types of Power of Attorney
4. (Included in full purchase)
  Lasting Powers of Attorney in Detail
5. (Included in full purchase)
  Making and Registering Your LPA
6. (Included in full purchase)
  Court of Protection & Deputyship Orders
7. (Included in full purchase)
  Enduring Powers of Attorney (EPAs)
8. (Included in full purchase)
  Older Lasting Powers of Attorney
9. (Included in full purchase)
  Using a Solicitor: Pros and Cons
10. (Included in full purchase)
  Costs, Timeframes & Practical Considerations
11. (Included in full purchase)
  What If You Don't Have an LPA?
12. (Included in full purchase)
  Case Studies
13. (Included in full purchase)
  Personal Reflection
14. (Included in full purchase)
  Frequently Asked Questions
15. (Included in full purchase)
  Additional Help and Resources
16. (Included in full purchase)
  Knowledge Check Quiz
17. (Included in full purchase)
  Module Complete
4
Probate Explained: What It Is and How It Works
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Probate
3. (Included in full purchase)
  Executors and Administrators
4. (Included in full purchase)
  Grant of Probate & Letters of Administration
5. (Included in full purchase)
  The Probate Process
6. (Included in full purchase)
  Common Challenges
7. (Included in full purchase)
  When There's No Will
8. (Included in full purchase)
  Costs and Timescales
9. (Included in full purchase)
  Do You Need Professional Help?
10. (Included in full purchase)
  Rights and Responsibilities as an Executor
11. (Included in full purchase)
  Case Studies
12. (Included in full purchase)
  Personal Reflection
13. (Included in full purchase)
  Frequently Asked Questions
14. (Included in full purchase)
  Help and Additional Resources
15. (Included in full purchase)
  Knowledge Check Quiz
16. (Included in full purchase)
  Module Complete
5
Inheritance Tax Planning: Practical Guide to IHT
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Inheritance Tax
3. (Included in full purchase)
  Tax Rates and Key Thresholds
4. (Included in full purchase)
  Reliefs and Exemptions To Reduce IHT
5. (Included in full purchase)
  The Rules Around Gifting
6. (Included in full purchase)
  Tax-Free Transfers & Special Situations
7. (Included in full purchase)
  Practical Approaches to Estate Planning
8. (Included in full purchase)
  Making a Will & Lasting Power of Attorney
9. (Included in full purchase)
  Recent Changes & Future Developments
10. (Included in full purchase)
  Case Studies
11. (Included in full purchase)
  Personal Reflection
12. (Included in full purchase)
  Frequently Asked Questions
13. (Included in full purchase)
  Additional Help and Resources
14. (Included in full purchase)
  Knowledge Check Quiz
15. (Included in full purchase)
  Module Complete
6
Financial Considerations in Divorce
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  The Divorce Process
3. (Included in full purchase)
  Before You Begin
4. (Included in full purchase)
  Understanding How Assets Are Divided
5. (Included in full purchase)
  Pension Sharing and Splitting
6. (Included in full purchase)
  The Family Home and Mortgage
7. (Included in full purchase)
  Tax Implications
8. (Included in full purchase)
  Child Maintenance & Financial Support
9. (Included in full purchase)
  Offsetting Assets
10. (Included in full purchase)
  Essential Updates After Divorce
11. (Included in full purchase)
  Other Financial Considerations
12. (Included in full purchase)
  Using Financial and Legal Professionals
13. (Included in full purchase)
  Case Studies
14. (Included in full purchase)
  Personal Reflection
15. (Included in full purchase)
  Frequently Asked Questions
16. (Included in full purchase)
  Additional Help and Resources
17. (Included in full purchase)
  Knowledge Check Quiz
18. (Included in full purchase)
  Module Complete
7
Care Fees Planning
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Care in the UK
3. (Included in full purchase)
  Costs & Payment Options
4. (Included in full purchase)
  Ways to Pay for Care
5. (Included in full purchase)
  Government Support & Benefits
6. (Included in full purchase)
  Using Investments to Pay for Care
7. (Included in full purchase)
  Protecting Assets From Care Costs
8. (Included in full purchase)
  Choosing the Right Care Option
9. (Included in full purchase)
  Planning Ahead for Care
10. (Included in full purchase)
  Case Studies
11. (Included in full purchase)
  Personal Reflection
12. (Included in full purchase)
  Frequently Asked Questions
13. (Included in full purchase)
  Additional Help and Resources
14. (Included in full purchase)
  Knowledge Check Quiz
15. (Included in full purchase)
  Module Complete
8
Planning for Funeral Expenses: Understanding Your Options
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  True Cost of Saying Goodbye
3. (Included in full purchase)
  Planning Ahead Makes a Difference
4. (Included in full purchase)
  Building Your Financial Safety Net
5. (Included in full purchase)
  Whole of Life Insurance Explained
6. (Included in full purchase)
  Funeral Plans Demystified
7. (Included in full purchase)
  Comparing Your Options
8. (Included in full purchase)
  Government Support & Community Resources
9. (Included in full purchase)
  Having the Conversation
10. (Included in full purchase)
  Steps You Can Take Today
11. (Included in full purchase)
  Understanding Documents & Terminology
12. (Included in full purchase)
  Case Studies
13. (Included in full purchase)
  Personal Reflection
14. (Included in full purchase)
  Frequently Asked Questions
15. (Included in full purchase)
  Additional Help and Resources
16. (Included in full purchase)
  Knowledge Check Quiz
17. (Included in full purchase)
  Module Complete
9
Saving For Children: Savings and Investment Options Available
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Children's Saving Options
3. (Included in full purchase)
  Junior ISAs (JISAs)
4. (Included in full purchase)
  Premium Bonds for Children
5. (Included in full purchase)
  Child Trust Funds (CTFs)
6. (Included in full purchase)
  Children's Savings Accounts
7. (Included in full purchase)
  Savings Bonds & Trusts
8. (Included in full purchase)
  Tax Considerations
9. (Included in full purchase)
  Government Support & Relevant Benefits
10. (Included in full purchase)
  Choosing the Right Option
11. (Included in full purchase)
  Understanding Growth Potential
12. (Included in full purchase)
  Practical Steps to Get Started
13. (Included in full purchase)
  Case Studies
14. (Included in full purchase)
  Personal Reflection
15. (Included in full purchase)
  Frequently Asked Questions
16. (Included in full purchase)
  Additional Help & Resources
17. (Included in full purchase)
  Knowledge Check Quiz
18. (Included in full purchase)
  Module Complete
10
Paying For Children's Education
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Education Costs
3. (Included in full purchase)
  Education Savings Options
4. (Included in full purchase)
  Government Support and Benefits
5. (Included in full purchase)
  Scholarships, Grants, and Bursaries
6. (Included in full purchase)
  Planning for University Fees
7. (Included in full purchase)
  University Living Costs
8. (Included in full purchase)
  Alternative Funding Options
9. (Included in full purchase)
  Tax-Efficient Saving Strategies
10. (Included in full purchase)
  Your Education Planning Timeline
11. (Included in full purchase)
  Case Studies
12. (Included in full purchase)
  Personal Reflection
13. (Included in full purchase)
  Frequently Asked Questions
14. (Included in full purchase)
  Additional Help and Resources
15. (Included in full purchase)
  Knowledge Check Quiz
16. (Included in full purchase)
  Module Complete
11
Supporting the Next Generation: Parental Help on the Property Ladder
1. (Included in full purchase)
  Help Your Children Buy Their First Home
12
Understanding Property Ownership
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What is Property Ownership?
3. (Included in full purchase)
  What is Joint Tenancy?
4. (Included in full purchase)
  What is Tenants in Common?
5. (Included in full purchase)
  Comparing the Two Types
6. (Included in full purchase)
  Changing Your Ownership Type
7. (Included in full purchase)
  Tax & Financial Planning Considerations
8. (Included in full purchase)
  Case Studies
9. (Included in full purchase)
  Personal Reflection
10. (Included in full purchase)
  Frequently Asked Questions
11. (Included in full purchase)
  Additional Help and Resources
12. (Included in full purchase)
  Knowledge Check Quiz
13. (Included in full purchase)
  Module Complete

Estate Planning

Course Curriculum

Understanding Wills: Ensuring Your Wishes are Carried Out

Understanding Trusts: Guide to Trust Planning

Powers of Attorney: Your Options for Planning Ahead

Probate Explained: What It Is and How It Works

Inheritance Tax Planning: Practical Guide to IHT

Financial Considerations in Divorce

Care Fees Planning

Planning for Funeral Expenses: Understanding Your Options

Saving For Children: Savings and Investment Options Available

Paying For Children's Education

Supporting the Next Generation: Parental Help on the Property Ladder

Understanding Property Ownership