This session will provide a review of current issues in Private Client Practice, including a focus on good practice and avoiding pitfalls.
The masterclass will provide an update on the recent developments in Wills, Taxation and Administration. It will cover the latest case law developments and changes to practice and procedure. It will also look at the new rules on the taxation of low income trusts and estates, and the problems they may cause for the Trustees of Discretionary and Accumulation Trusts, and the implications of the Court of Appeal decisions in Kenig and Pead v Prostate Cancer UK.
The precise content will depend on developments in the next few months but will include the recent decision on the use of ‘no contest’ cases to discourage claims under I(PFD)A 1975 and the costs implications for PRs and unsuccessful claimants . It will also look at the way in which the courts approach assisted suicide cases and relief from forfeiture applications.
The 4 hour event will equip busy practitioners with an overview of the key developments in this challenging area. There will be plenty of time for questions, interaction and discussion in which Lesley will answer your questions.
This classroom is perfect for practitioners including solicitors and paralegals who are seeking to update their knowledge of private client law, or who are considering returning to this area of law following a career break.
Delegates should have a working understanding of Private Client matters.
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 ticket price includes 4 hours of CPD at the event, unlimited access to free CPD content at forlegal.co.uk, a sandwich lunch upon arrival and a tea & coffee break in the afternoon.
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.
Simply get in touch with email@example.com to request an invoice, you will need to let us know which event you are booking and how many attendees you need to book.
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.
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