Event Recording: A Private Client Update with Professor Lesley King - Spring 2023

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A 4-hour recording of our half-day masterclass packed full of insights from the profession's most in-demand educator, Professor Lesley King. Sponsored by Estate Research.

This session reviews and updates the current issues in Private Client Practice, with a focus on good practice and avoiding pitfalls.

The following areas are covered:-

  • Getting the best out of online probate
  • The latest on the Trust Register
  • Charities Act 2022: changes to ex gratia payments and sales of land
  • Working with the Residence Nil Rate Band
  • Post-death variations and means-tested benefits
  • Residuary beneficiary's ability to challenge solicitor's costs

Matters to consider when taking instructions:

  • Impact of IHT
  • Specific/residuary gifts
  • Possible claims under I(PFD)A

Who this is for:

This masterclass recording is perfect for practitioners including solicitors and paralegals seeking to update their knowledge of private client law, or considering returning to this area of law following a career break.

Level of expertise:

Viewers of this recording should have a working understanding of Private Client matters.

Learning outcomes:

Upon completion, you will be aware of recent changes to the law that affect private client practice and use this knowledge to effectively help a client's needs.

Downloads

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.

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