This session, delivered by expert speaker Professor Lesley King, provides an update on the latest developments in wills, taxation and estate administration.
It will cover recent case law, changes to practice and procedure, and the latest position on the Budget reforms affecting business and agricultural relief, together with the inheritance tax (IHT) treatment of pensions.
Designed for busy practitioners, the session offers a practical overview of the key issues and developments in this fast-changing area. While the final programme will reflect any significant developments over the coming months, topics are expected to include:
- Recent errors in will drafting
- Responding to Larke v Nugus letters
- Costs in contested probate cases
- Removing trustees
- The implications of Dawson-Damer for trustees
- The latest developments on the IHT treatment of pensions and business and agricultural relief
There will be plenty of time for questions, interaction and discussion in which Lesley will answer your questions.
This masterclass is perfect for practitioners including solicitors and paralegals who are seeking to update their knowledge of private client practice, or who are considering returning to this area of law following a career break.
This session will provide help and guidance for those starting out in private client practice as well as important updating for more experienced practitioners.
After this session attendees will have an increased knowledge of wills, taxation and administration.
Delegates will have an update on case law and statutory provisions and be able to apply the knowledge gained in the better provision of a service to the client.
This face-to-face training course consists of a presentation on the day, printed and digital lecture notes to refer to during and after the event.
You will be able to actively listen to the course, ask questions to the speaker on the day, and interact with sponsors.
Maximise learning whilst spending minimal time away from your desk. This half-day conference provides you with 4 hours of learning.
Attendees will receive a certificate of completion after the event closure.
Arrival from 11.30am, for lunch at 12pm, the masterclass begins at 12:30pm and ends at 4:30pm.
The £89 +VAT ticket price includes 4 hours of CPD at the event, a sandwich lunch upon arrival and a tea & coffee break in the afternoon. You will also have access to CPD webinars at forlegal.co.uk, including exclusive offers from For Legal.
Of course! Once you select the event, you will have the option to select the number of tickets you want to purchase, then you can follow the instructions on screen. Once your payment has been processed, you will then be asked to assign the tickets to the delegates attending. Each delegate will then receive an email with instructions on how to finalise their booking.
You can now pay by invoice directly through our website.
- Add your event tickets to your basket.
- Click “Checkout.”
- Select Pay by Invoice.
- Enter your details and receive your invoice instantly by email (you can also view it on screen).
Once your invoice is paid, simply log into your account to assign tickets to your team.
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About the speaker
Professor Lesley King
Author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.
She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia.
She is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists.
She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.
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