Date: Monday 24th October 2022
Time: 09.30am-1.00pm
Speaker: Gill Steel
CPD Time: 3.5 hours

Virtual Conference: Wills, Probate, Trusts and Tax Update 2022
£79 plus VAT
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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
£79.00 + VAT