The uses and limitations of post:death variations

£25 plus VAT

Buy Now
Details
Speaker: Lesley King
CPD Time: 1 hour
Duration: 1 hour
Information

Practitioners use post-death variations on a regular basis and they are a hugely valuable tool. In this session we will look particularly  at some pitfalls and things they cannot do.

  • The limited effect of reading back
    • Variations and income tax
    • Impact on means tested benefits and care home fees care
    • Consideration
    • The ‘short’ IPDI
  • Variation on behalf of dead beneficiary
    • Not possible where beneficiary had an IPDI
    • IHTA 1984, s93
  • Confusion with s144
    • When to use which
    • The differences
  • Successive variations not possible
    • Combining with disclaimers and s144 appointments

Professor Lesley King,  Professional Development Consultant, University of Law

£25.00 + VAT

Booking Form

£25 plus VAT

If you are purchasing for yourself and other delegates, please change the quantity to your desired amount of places and subsequently complete the other delegate(s) details.

Your Details

SKU: 4268 Category: