Virtual Conference: Wills, Probate, Trusts and Tax Update 2022

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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 2022 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

• Video execution of Wills
• Importance of including a charging clause
• Testamentary capacity
• Lack of knowledge and approval
• Severance of joint tenancy by execution of mirror Wills
• Missing Will – did deceased die intestate?

PROBATE

• Apple iCloud – access to nominated people
• Secret trusts
• Can a term in a Will revoke the exercise of a power in a trust deed?
• Proprietary estoppel and partnership assets
• Litigants in person
• Guidance on applications under s.8 Children Act 1989
• Re-sealing a foreign grant to enable litigation
• Put up or shut up orders re probate claims
• Definition of NRB legacy and effect on gift

TRUSTS

• TRS and the registration of non-taxable trusts
• Modern meaning of terms in old trust deeds
• Pension trust – discretionary payments

 TAX

• IHT interest rate rises
• Changes to the excepted estates rule and their impact
• SDLT – ‘residential property’; multiple dwellings relief
• Crypto asset reporting
• Overseas marriages and Marriage and Civil Partnership (Minimum Age) Act 2022
• ER and BADR – can you round up ownership to 5% to qualify?

Gill Steel, Solicitor & Director of LawSkills Ltd

12.30pm CLOSE OF PROCEEDINGS