Events Diary

Please call the Willwriting Academy Ltd on 08456 444261 to pay with a debit/credit card or pay by BACS:  Account no; 92117029, Sort Code: 40 23 03

A one day course for people who want to take Will instructions on behalf of an existing member of the Institute.

The course consolidates knowledge and training which is already expected to have been provided by the existing member and prepares candidates for the examination procedure.

Candidates are expected to have read and have a thorough understanding of the course book 'A Basic Guide to Taking Will Instructions'

The cost of the course is £110.00 which includes the course book, examination fee and lunch and refreshments.

To book a place, please contact the Institute on 0345 257 2570

This conference is designed to update solicitors, barristers and probate practitioners on current wills and probate issues and will provide invaluable advice on practical as well as legal issues, pertinent to todat, from leading experts in the field.

Key Subjects

• CAPITAL TAX PLANNING LATEST DEVELOPMENTS
• DEALING WITH TRUSTS
  • USING AND ABUSING TRUSTS
  • TAX DRAFTING – TIPS AND TRAPS
•  PROBLEMS IN RELATION TO JOINT PROPERTY
• PRACTICAL ISSUES WHEN MAKING INHERITANCE TAX RETURNS
• ELDERLY CLIENT UPDATE
•  WILL DRAFTING & ESTATE ADMINISTRATION ISSUES

CAPITAL TAX PLANNING LATEST DEVELOPMENTS

·                     The 2012 Budget and Finance Bill

·                     All the recent cases (including Golding/Atkinson)

·                     Impact of 36% tax rate when charitable gifts in a will

·                     Tax relief on lifetime gifts of pre-eminent chattels

·                     Lifetime planning tips

Chris Whitehouse, Barrister, 5 Stone Buildings

DEALING WITH TRUSTS

•  
  • USING AND ABUSING TRUSTS

   We use trusts all the time but they provide lots of opportunity for mistakes.
   This session will look at problems in relation to:

·                   Appointment and retirement of trustees

·                   Beneficiaries

·                   Powers

·                   Advances, appointments and appropriations

·                   Mistakes and variations.

                          Professor Lesley King, Private Client Practice Head, College of Law

•  
  • TAX DRAFTING – TIPS AND TRAPS

·                A precedent trust deed will be discussed  with various alternative clauses considered

·                A deed of appointment ending the trust and/or creating a life interest will be discussed

·                A precedent will trust creating an IPDI will be analysed

                          Chris Whitehouse, Barrister, 5 Stone Buildings

 PROBLEMS IN RELATION TO JOINT PROPERTY

·                     IHT

·                     Land

o        Establishing extent of interest after Stack v Dowden; Jones v Kernott

o        Valuation

·                     Bank accounts

·                     How to sever

·                     Bankruptcy

·                     Loss of capacity and attorneys

Professor Lesley King, Private Client Practice Head, College of Law

PRACTICAL ISSUES WHEN MAKING INHERITANCE TAX RETURNS

·                    Reporting

•  
  • Joint property
  • Settled property

·                    Claiming the transferable nil rate band

·                    The creation of settlements and the 10-yearly charge

·                    Penalties – the scope for suspension

David Wright, HMRC Specialist Personal Tax – Trusts & Estates

ELDERLY CLIENT UPDATE

·                    Financial Abuse of the Elderly

  The warning signs - how to minimise the risks

·                    Care funding  -  the changing landscape

  Domiciliary care - why is it important?

·                    The Mental Capacity Act 2005

             An update on recent Court of Protection decisions

Helen Clarke, Solicitor

WILL DRAFTING & ESTATE ADMINISTRATION ISSUES

·                    Testamentary capacity – taking Will instructions to include case law update

·                    Planning charitable bequests – taking Will instructions and administration

             of the estate

·                    Disinherited relatives – taking Will instructions, administration of the

             estate and case law update

Lucy Obrey, Higgs & Sons Solicitors

Book Online:

www.proconferences.com

This conference is designed to update solicitors, barristers and probate practitioners on current wills and probate issues and will provide invaluable advice on practical as well as legal issues, pertinent to todat, from leading experts in the field.

Key Subjects

• CAPITAL TAX PLANNING LATEST DEVELOPMENTS
• DEALING WITH TRUSTS
  • USING AND ABUSING TRUSTS
  • TAX DRAFTING – TIPS AND TRAPS
•  PROBLEMS IN RELATION TO JOINT PROPERTY
• PRACTICAL ISSUES WHEN MAKING INHERITANCE TAX RETURNS
• ELDERLY CLIENT UPDATE
•  WILL DRAFTING & ESTATE ADMINISTRATION ISSUES

CAPITAL TAX PLANNING LATEST DEVELOPMENTS

·                     The 2012 Budget and Finance Bill

·                     All the recent cases (including Golding/Atkinson)

·                     Impact of 36% tax rate when charitable gifts in a will

·                     Tax relief on lifetime gifts of pre-eminent chattels

·                     Lifetime planning tips

Chris Whitehouse, Barrister, 5 Stone Buildings

DEALING WITH TRUSTS

•  
  • USING AND ABUSING TRUSTS

   We use trusts all the time but they provide lots of opportunity for mistakes.
   This session will look at problems in relation to:

·                   Appointment and retirement of trustees

·                   Beneficiaries

·                   Powers

·                   Advances, appointments and appropriations

·                   Mistakes and variations.

                          Professor Lesley King, Private Client Practice Head, College of Law

•  
  • TAX DRAFTING – TIPS AND TRAPS

·                A precedent trust deed will be discussed  with various alternative clauses considered

·                A deed of appointment ending the trust and/or creating a life interest will be discussed

·                A precedent will trust creating an IPDI will be analysed

                          Chris Whitehouse, Barrister, 5 Stone Buildings

 PROBLEMS IN RELATION TO JOINT PROPERTY

·                     IHT

·                     Land

o        Establishing extent of interest after Stack v Dowden; Jones v Kernott

o        Valuation

·                     Bank accounts

·                     How to sever

·                     Bankruptcy

·                     Loss of capacity and attorneys

Professor Lesley King, Private Client Practice Head, College of Law

PRACTICAL ISSUES WHEN MAKING INHERITANCE TAX RETURNS

·                    Reporting

•  
  • Joint property
  • Settled property

·                    Claiming the transferable nil rate band

·                    The creation of settlements and the 10-yearly charge

·                    Penalties – the scope for suspension

David Wright, HMRC Specialist Personal Tax – Trusts & Estates

ELDERLY CLIENT UPDATE

·                    Financial Abuse of the Elderly

  The warning signs - how to minimise the risks

·                    Care funding  -  the changing landscape

  Domiciliary care - why is it important?

·                    The Mental Capacity Act 2005

             An update on recent Court of Protection decisions

Helen Clarke, Solicitor

WILL DRAFTING & ESTATE ADMINISTRATION ISSUES

·                    Testamentary capacity – taking Will instructions to include case law update

·                    Planning charitable bequests – taking Will instructions and administration

             of the estate

·                    Disinherited relatives – taking Will instructions, administration of the

             estate and case law update

Lucy Obrey, Higgs & Sons Solicitors

Book Online:

www.proconferences.com