Legal Easel: Probate, Trusts, Tax and the Elderly Update 2019

Lancastrian Suite
Lancaster Road
Dunston
Gateshead NE11 9JR
United Kingdom

Date: Wednesday 13 Feb 2019

Time: 09.30-17.00

CPD Hours: 6

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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

  • TAX UPDATE
  • CURRENT ISSUES IN ADMINISTRATION OF ESTATES
  • TRUST TAXATION – WHAT YOU NEED TO KNOW
  • ELDERLY CLIENT UPDATE
  • RECENT DEVELOPMENTS IN PRIVATE CLIENT PRACTICE
  • PRIVATE PRACTICE AND THE VULNERABLE CLIENT

SPEAKERS

Gill Steel, Solicitor & Director of LawSkills Ltd

Professor Lesley King, Professional Development Consultant, University of Law

Sheree Green, Director of Greenchurch Legal Services Limited

PROGRAMME

9.30am CHAIRMAN’S INTRODUCTION

TAX UPDATE

This session will provide practitioners with a roundup of recent developments in tax law and practice and will include consultations which may be underway and discuss how these changes affect the day to day work of the practitioner. It will include:

  • Autumn Budget 2018
  • Consultations
  • Practice issues
  • Recent cases
    • Tax during the administration
    • Income tax
      • Losing capacity
      • Penalties
    • Failure to see advice on trust tax implications

Gill Steel, Solicitor and Director of LawSkills Ltd

CURRENT ISSUES IN ADMINISTRATION OF ESTATES

Life gets no easier for personal representatives and those advising them. This session will look at some common pitfalls and how to avoid them. It will include:

  • Removing PRs
  • The latest on Business Property Relief
  • Appropriating assets
  • When IHTA 1984, s144 can and can’t help

 Professor Lesley King, Professional Development Consultant, University of Law

TRUST TAXATION – WHAT YOU NEED TO KNOW

  • Income tax treatment of settlements
    • Trusts with an interests in possession
    • Trusts without an interest in possession
  • Capital gains tax treatment
    • Generally
    • In relation to settlements
    • Deemed disposals
  • Inheritance tax treatment of settlements
    • Trusts with a qualifying interest in possession
    • Trusts without a qualifying interest in possession

Gill Steel, Solicitor and Director of LawSkills Ltd

ELDERLY CLIENT UPDATE

  • Care fees and deliberate deprivation of assets
  • Lasting Powers of Attorney: recent cases
  • What is new in the Court of Protection?

Sheree Green, Director of Greenchurch Legal Services Limited

RECENT DEVELOPMENTS IN PRIVATE CLIENT PRACTICE

This session will provide a review of current issues in Wills, Probate and Trusts. The precise content of this session will depend on developments over the next few months but will look at recent case law and statutes and examine the implications for private client practitioners. The session will focus particularly on best practice and avoiding problems and pitfalls. It is likely to include:

  • Implications of the GDPR for trustees and PRs
  • The latest on the Trust Register
  • Recent decisions on beneficiaries rights to see trust documentation
  • Recent decisions on Inheritance (Provision for Family and Dependants) Act1975

Professor Lesley King, Professional Development Consultant, University of Law

PRIVATE PRACTICE AND THE VULNERABLE CLIENT

  • Identifying a vulnerable client
  • Tips for protecting both client and practitioner
  • Confidentiality and raising concerns
  • Risks in relation to jointly owned assets

Sheree Green, Director of Greenchurch Legal Services Limited

5.00pm CLOSE OF PROCEEDINGS

Booking Form

Please note that all correspondence will now be emailed.

Conference Information

Legal Easel: Probate, Trusts, Tax and the Elderly Update 2019

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