These trusts are extremely useful for married couples and civil partners. Including one on the first death will reduce the estate of the survivor and shelter assets from care home fees etc while allowing the survivor access to funds in case of need. It will need to be registered on the Trust Register but, if unwanted on the first death, it can be wound up within 2 years of death removing the need for registration and without adverse IHT consequences
This session considers some of the issues you may encounter. It will consider:
- How to draft the gift of the nil rate sum.
- How to constitute the trust and the effect on the costs of running the trust.
- How the trustees exercise their powers.
This webinar is for solicitors who need to advise clients on the creation, management, and tax implications of trusts.
This webinar is suitable for all levels
• advise clients on the advantages and disadvantages of such trusts, and
• matters the trustees need to keep in mind when running 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 10am.
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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