Varying the Disposition of Estates

Varying the Disposition of Estates
Sign Up To View
Watch Trailer

In partnership with

  • 1hr 9m
  • All Levels
  • Released 2nd Aug 2021
  • Play Video
  • Play Trailer
  • Share the video

Post-death variations are bread and butter for private client practitioners but this session looks at the different statutory provisions that allow reading back and what they can and can’t achieve.

  • What is reading back and when is it useful?

- Altruism

- Rejigging dispositions to be more tax efficient

  • The statutory provisions

- How they work and the differences between them

- Formalities

  • Tips and Traps

- What can’t be done

- Varying to get the reduced rate of IHT

- Varying to get the co-ownership discount

- Varying the destination of assets that have already been sold

Have a question? If you have any comments or feedback around this content, please get in touch.

Learning objectives:

  • identify occasions where reading back provisions will be useful,
  • select and implement the appropriate statutory provision for reading back, and
  • avoid pitfalls.

Your CPD Certificate can be found in your Account.

Professor Lesley King

Professional Development Consultant • University of Law

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.

View Full Profile

Recommended for you

The Missed Billions in UK Unclaimed Assets
33m
In partnership with Inheritance Data
Taking instructions and planning the will
53m
In partnership with Remember A Charity
Charging Orders - Refresher Session
52m
The Missed Billions in UK Unclaimed Assets
33m
In partnership with Inheritance Data
Varying the Disposition of Estates
1hr 9m
In partnership with Remember A Charity
Taking instructions and planning the will
53m
In partnership with Remember A Charity
Charging Orders - Refresher Session
52m

In partnership with

Sign up - get notified first of new content releases

Social Channels

© 2021 All rights reserved For Media Group Registered in England No. 13063455 VAT Registration Number GB367031995