1
Type
Speaker
CPD Hours Level
Seminar 6 UpdateInformation
Accreditation Information
SRA Competency B

Introduction

Probate and administration of estates is an area fraught with pitfalls if you do not manage the administration correctly. This leaves executors in a situation where they can be potentially liable for loss caused to the beneficiaries in cases where they did not even realise they had made an error.

When acting as a professional executor you need to be aware of the problem areas to ensure you protect your firm and meet the service levels agreed to your clients.

This new course is not intended to set out the procedure for applying for probate but focuses on the problem areas in order to enhance your knowledge on the application of the rules.

What You Will Learn

This course will cover the following:

  • Ascertaining assets/ liabilities and applying reliefs; quick succession, BPR, APR and gifts out of income
  • Potentially exempt transfers and the backwards shadow, and the impact this can have on your estate
  • Gifts with reservation of benefit and pre owned asset tax
  • Tax: inheritance tax, residence nil rate band, capital gains tax and income tax and when they apply to an estate
  • Trusts and their treatment in respect of the deceased's estate
  • Missing beneficiaries
  • Contested estates: Larke v Nugus, inheritance act claims and claims for breach of duty
  • Case law updates

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Seminar | 25.03.2020

London | 9:30am - 5:15pm


Administration of Estates - Tackling the Problem Areas

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Mar
25
2020
London
9:30am - 5:15pm
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Seminar | 22.04.2020

Newcastle | 9:30am - 5:15pm


Administration of Estates - Tackling the Problem Areas

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Apr
22
2020
Newcastle
9:30am - 5:15pm
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Seminar | 24.04.2020

Birmingham | 9:30am - 5:15pm


Administration of Estates - Tackling the Problem Areas

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Apr
24
2020
Birmingham
9:30am - 5:15pm
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Seminar | 22.05.2020

Bristol | 9:30am - 5:15pm


Administration of Estates - Tackling the Problem Areas

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May
22
2020
Bristol
9:30am - 5:15pm
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Seminar | 27.05.2020

Manchester | 9:30am - 5:15pm


Administration of Estates - Tackling the Problem Areas

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May
27
2020
Manchester
9:30am - 5:15pm
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Prices (ex VAT)
Smart
Plan Information
£243
Season
Ticket Information
£270
Standard
£540
Group bookings
Discounts are available for multiple places and if you have 5 or more people interested in this course and would like to discuss holding it in your area or on an in-house basis then please email us at information@mblseminars.com
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