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

£79 plus VAT

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

Booking Form

£79 plus VAT

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SKU: VCWP22-Autumn Categories: ,