Wills, Probate and Advising the Elderly Update 2019

Holiday Inn
Filton Road
Hambrook
Bristol BS16 1QX

Date: Tuesday 26 Nov 2019

Time: 09.30-17.00

CPD Hours: Full day's

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£109
+VAT
£130.80 (incl. VAT)
Cost including lunch:
£124+VAT £148.80 (incl. VAT)
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KEY SUBJECTS

  • TIPS AND TRAPS ON IHT IN ADMINISTRATION OF ESTATES
  • DRAFTING WILLS TO MINIMISE RISK
  • TIPS AND TRAPS ON ENDING A TRUST
  • ESTATE ADMINISTRATION – TIPS AND TRAPS RE BPR AND APR
  • A ROUND UP OF TOPICAL DEVELOPMENTS
  • ELDERLY CLIENT UPDATE

SPEAKERS

Professor Lesley King, Professional Development Consultant, University of Law

Gill Steel, Solicitor & Director of LawSkills Ltd

Helen Clarke, Solicitor, Legal Lecturer and Trainer

PROGRAMME

9.30am CHAIRMAN’S INTRODUCTION

TIPS AND TRAPS ON IHT IN ADMINISTRATION OF ESTATES

This session will remind delegates of IHT issues which need to be considered when administering estates. These will include

  • Use of the loss on sale provisions – likely to be of increased importance given falling house prices and current stock market volatility
  • Impact of lifetime gifts – what if the value of the asset given has increased or decreased?
  • Current revenue guidance on steps and enquiries PRs should take
  • Options to maximise RNRB

Professor Lesley King, Professional Development Consultant, University of Law

DRAFTING WILLS TO MINIMISE RISK

  • Buying time to draft appropriately:
    • Pricing
    • Factors which should affect your charges
    • Key questions to ask
  • Validity – checklist
  • Using precedents:
    • Decisions to be made

Gill Steel, Solicitor & Director of LawSkills Ltd

TIPS AND TRAPS ON ENDING A TRUST

Trusts may end because the terms of the trust provide for it, for example on the death of the life tenant, the fulfilment of a contingency,  or expiry of the trust period, or deliberate action is taken by the beneficiaries, or the trustees. This session will look at:

  • Steps that need to be taken to end a trust,
  • The capital tax implications,
  • The practical steps that need to be taken, and also
  • Possible ways of extending a trust

Professor Lesley King, Professional Development Consultant, University of Law

ESTATE ADMINISTRATION – TIPS AND TRAPS RE BPR AND APR

This talk will engage with probate practitioners to master the critical principles of estate administration in respect of Business and Agricultural Property reliefs with reference to a case study.

  • Getting the facts right
  • Obtaining an appropriate valuation
  • Completing IHT 400

Gill Steel, Solicitor & Director of LawSkills Ltd

A ROUND UP OF TOPICAL DEVELOPMENTS

The precise content of this session will vary depending on events in the next few months but is likely to include:

  • Recommendations of the Office of Tax Simplification in relation to IHT
  • Any further developments on the GDPR in relation to trustees and prs
  • Recent decisions relevant to private client practitioners

Professor Lesley King, Professional Development Consultant, University of Law

ELDERLY CLIENT UPDATE

  • Round up of recent guidance and news from the OPG and the Court of Protection
  • Review of recent Court of Protection decisions
  • Long term care – who can decide where granny lives if she lacks the capacity to make the decision?
  • The spiralling cost of care and an aging population – what happens next?

Helen Clarke, Solicitor, Legal Lecturer and Trainer

5.00 pm CLOSE OF PROCEEDINGS    

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Please note that all correspondence will now be emailed.

Conference Information

Wills, Probate and Advising the Elderly Update 2019

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