Wills, Probate, Trusts & Tax Update 2024

£79 plus VAT

Book Now
Details
Date: Monday 28th October 2024
Time: 09.30-13.00
Speaker(s): Professor Lesley King
CPD Time: 3.5 Hours
Sponsors
Access
After the event you will have access for 120 days.
All purchases are for a single user only.
Information

KEY SUBJECTS

This session will provide a review of current issues in Private Client Practice. The session will focus on good practice and avoiding pitfalls. The content will depend on developments over the summer but is likely to include:

SPEAKER

Professor Lesley King, Professional Development Consultant, University of Law

CONFERENCE PROGRAMME

9.30am CHAIRMAN’S INTRODUCTION

TAX

  • IHT: Can you get a grant on credit?
  • Recent decisions on BPR and APR
  • APR: Changes to the rules and Consultation
  • Implications of the reduced CGT annual exemption: can trustees take steps to minimise CGT?
  • Accelerated reporting of CGT on UK residential land and PRs
  • The changes to the income tax rules for low income trusts and estates: good or bad news?
  • Limitation of tax relief to UK charities

WILLS & PROBATE

  • A look at errors in will drafting in recent cases including Pead v Prostate Cancer UK
  • Any developments in relation to the Trust Register: the position on post-death variations
  • Recent decisions on I(PFD)A 1975
  • Implications of Charities Act 2022

TRUSTS

  • STEP Standard Provisions 3rd edition
  • The dangers of self-dealing
  • The TRS Consultation

Professor Lesley King, Professional Development Consultant, University of Law

1:00pm CLOSE OF PROCEEDINGS

£79.00 + VAT

Booking Form

£79 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: VCWP24-Autumn Categories: ,