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

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.