Wills & Probate Conference

Date: 22nd October 2019

Time: 09.30 – 17.00

CPD: 5 Hours

Phone Price: £69+vat


Conference Sponsors

Conference Topics

This full day conference is presented by Christopher Whitehouse, Professor Lesley King & Caroline Bielanska

These leading experts will deliver highly demanded updates on the latest wills & probate issues and will provide invaluable advice pertinent to today.

This course is aimed at qualified wills and probate practitioners.

A Capital Tax Update

Presented By Christopher Whitehouse

This topic will cover the following points:

  • Reforming IHT: the OTS reports and Settlement Consultation
  • Recent case law including Hood, Vigne and the Home Loan scheme
  • An update on CGT main residence relief
  • Planning update

The use of Settlements and Post-Death Rearrangements

Presented By Christopher Whitehouse

This topic will cover the following points:

  • Avoiding an entry charge
  • Multiple (pilot) trusts today
  • 10-year charge planning
  • Typical uses of variations
  • The scope of s144
  • Disclaimers under s142 and s93


Recent Developments for Private Client Practitioners

Presented By Professor Lesley King

This session will provide a review of current issues in Wills, Probate and Trusts together with Court of Protection matters. The precise content of this session will depend on developments over the next few months but will look at recent case law and statutes and examine the implications for private client practitioners. The session will focus particularly on best practice and avoiding problems and pitfalls.

After completing this session delegates will be able to:

  • Review their practice in the light of recent developments,
  • Update procedures where appropriate
  • Identify and avoid problems.

Asset Protection From Care Fees: Coming Home to Roost

Presented By Caroline Bielanska

Professional advisers are regularly asked to advise on how their clients can avoid paying for care and protect their assets from being taken into account. This training session will consider what happens if the client subsequently needs support from social services.

This session will help you to:

  • Improve understanding of the social care journey
  • Develop knowledge about topping up cost of care
  • Strengthen ability to challenge assessment of joint interest in home
  • Increase awareness of when it is possible to make gifts when receiving care
  • Update knowledge of local authority recovery armoury