Virtual Conference – Wills, Probate, Trusts & Tax Update 2023

Online content includes 120 days access from the date of purchase.
All purchases are for a single user only.

KEY SUBJECTS

This half day course is designed to acquaint private client practitioners with key updates in the areas of Wills, Probate, Trusts and Tax in 2023 and provide a summary of developments in law, policy and practice.

SPEAKER

Gill Steel, Solicitor & Director of LawSkills Ltd

CONFERENCE PROGRAMME

9.30am CHAIRMAN’S INTRODUCTION

WILLS

• Law Commission review of Making Wills
• Testamentary capacity
• Mutual Wills
• Validity of Wills
• Forgery

PROBATE

• Law Commission review of the law on disposal of deceased’s body
• Effect of re-sealing a Grant
• Can a beneficiary challenge the costs of the law firm acting on behalf of the PR?
• Doctrine of Laches in relation to making probate claims
• IPFD case(s)
• Presumption of death certificates
• Provision of estate accounts
• Bereavement (Remedial) Order 2022

TRUSTS

• HM Treasury review of Anti-Money Laundering rules
• TRS Manual updates particularly regarding discrepancy reporting
• STEP Trust Resource Centre
• STEP – new guidance on trusts of land notification & protection of trusts

 TAX

• HMRC developments including investigations into IHT
• IHT thresholds and interest on tax paid late
• Agricultural Property Relief – geographic scope and consultation on changes in relation to Environmental Land Management Schemes & Agricultural tenancies
• Pension scheme changes and impact on estate planning
• Who granted deceased a right of occupation for IHT purposes?
• Changes to tax reporting requirement for low income trusts & estates
• Damages for mistaken IHT advice
• Are loan notes deductible for IHT?

Gill Steel, Solicitor & Director of LawSkills Ltd

1:00pm CLOSE OF PROCEEDINGS