Event Recording: A Private Client Update with Professor Lesley King

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This session will provide a review of current issues in Private Client Practice, focusing on good practice and avoiding pitfalls. The content delivered in September covers the latest developments from the second half of 2022 and includes:

  • The new rules on excepted estates regulations and changes to probate practice
  • The latest on the trust register and non-taxable trusts
  • Changes in Probate Practice
  • Recent decisions on errors and the lessons to be learned Avoiding Misunderstandings
  • Self-Dealing and Conflict of Interests
  • Varying Dispositions

Have a question? No problem! Please email content@formediagroup.co.uk and we will arrange this with Professor Lesley King for you.

Learning objectives:

After completing this webinar, attendees will be aware of recent developments in the private client area and able to amend office practices appropriately.

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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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