Many married couples (and to a lesser extent cohabitees) solve the problem of protecting assets against care home fees and second marriages by the use of flexible life interest trusts. They do an admirable job at protecting assets but the trust will have to be registered on the Trust Register and the assets held in the trust will be part of the life tenant’s IHT estate which can be expensive on the second death. This session will look at:
- The need to check the terms of the trust.
- The powers trustees usually have.
- IHT issues, particularly the effect on the availability of the residence nil rate band.
This session is for legal professionals advising couples on flexible life interest trusts, asset protection, and IHT planning.
This webinar is suitable for all levels
After this session you will be able to:
• explain the IHT advantages and disadvantages of IPDI trusts;
• explain the significance of common provisions in IPDI trusts and recognise circumstances in which trustees should take action to amend the terms of the trust;
This live webinar contains a 1 hour and 15 minute presentation, followed by a 15-minute Q&A session where you can ask any questions you'd like directly to Professor Lesley King. You can download your own copy of the presentation and resources to refer to during and after the live webinar.
You will be able to actively listen to the course and ask questions to the speaker.
This live webinar provides you with 1.5 hours of learning.
Attendees will receive a CPD certificate upon completion of this course.
The live webinar begins at 1pm.
The £69 +VAT price includes:
- 1 hour and 15 minutes of topical content
- 15 minute interactive Q&A
- comprehensive notes
- additional resources
Of course! Once you select the live webinar, you will have the option to select the number of tickets you want to purchase, then you can follow the instructions on the screen. Once your payment has been processed, you will then be asked to assign the tickets to those attending. Each delegate will then receive an email with instructions on how to finalise their booking.
Simply get in touch with info@formediagroup.co.uk to request an invoice, you will need to let us know which live webinar you are booking and how many attendees you need to book.
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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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