Trusts are an essential part of the Private Client Practitioner’s Toolbox but it is surprising how often mistakes are made. This session will look at some of the common mistakes and how to avoid them.

This webinar is essential viewing for all Private Client practitioners.

This webinar is suitable for all levels.

  • Not reading the trust deed
  • Using an out of date precedent
  • Not setting up the trust correctly
  • Overlooking the rule against self-dealing
  • Mistakes exercising powers
  • Mis-managing appointments and retirements of trustees
  • Tax errors

This live webinar contains a 45-minute presentation from Professor Lesley King, a 15-minute Q&A session where you can ask any questions you'd like directly to Lesley. 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.

The live webinar begins at 1pm.

The £69 +VAT price includes:

  • 45-minutes of topical content
  • 15-minute interactive Q&A
  • Comprehensive lecture notes
  • Digital CPD certificate

Of course. To book multiple delegates, increase the amount of tickets you wish to buy and add them to your basket. 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

For group booking discounts please get in touch with us on team@formediagroup.co.uk.

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  1. Add your event tickets to your basket.
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Once your invoice is paid, simply log into your account to assign tickets to your team. Your invoice will remain valid for 7 days. After that, any unpaid tickets will be automatically released.

This live webinar provides you with 1 hour of learning.

Attendees will receive a CPD certificate upon completion of this course.

Agenda

13:00 - 13:45
Webinar Begins
13:45 - 14:00
Live Q&A

Event Information

£69 + VAT

Date
Address
Online
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Join us for a 60-minute LIVE webinar with Professor Lesley King. The ticket price includes:

  • 45-minutes of topical content
  • 15-minute interactive Q&A
  • Comprehensive lecture notes
  • Digital CPD certificate
There are only 489 tickets remaining, please reduce your required quantity below this number.
  • Professor Lesley King

    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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