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.
- Rejigging dispositions to be more tax efficient
- How they work and the differences between them
- 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
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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.
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