An Introduction to Applying for Probate - 6 Essential Modules

An Introduction to Applying for Probate - 6 Essential Modules

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Introduction: Requires no prior subject knowledge
3 hours
Access for entire organisation


Presented by Julie Bell, this boxset for private client professionals will look at key concepts and provide practical advice surrounding applying for probate.

What You Will Learn

This webinar will cover the following:

Module 1 - Wills and Intestacy

Before considering the probate process, this module will focus on the key aspects of wills and intestacies.

The module will cover:

  • What is needed for a valid will?
  • When further information is going to be needed by the probate registry
  • The differences between intestacies and partial intestacies
  • What can be dealt with prior to the probate application?

Module 2 - Personal Representatives

This module will consider the role of executors and administrators.

The module will focus on:

  • Responsibilities of personal representatives
  • What if you don’t want to accept the role?
  • Rights of beneficiaries

Module 3 - Tax - Part 1

This module will look at the first steps that need to be taken in relation to tax once a decision has to been made as to who is going to administer the estate.

The module will consider:

  • Reporting for inheritance tax purposes - an overview
  • Valuation of the estate
  • Estates Requiring an account

Module 4 - Tax - Part 2

This module will build on the knowledge from the previous module and will explore the other steps that are needed to deal with the inheritance tax.

The module will look at:

  • IHT reliefs and exemptions
  • Calculation of IHT
  • Payment of IHT
  • Penalties
  • Module 5 - Probate Procedure

    This module will cover how the probate application is made and the work needed to action the grant once the inheritance tax has been dealt with.

    The module will cover:

    • Preparing the paperwork for the application
    • The on-line system - what to be aware of
    • Actioning the grant

    Module 6 - Potential Pitfalls

    This module will provide an overview of the numerous difficulties that can arise during the procedure that practitioners need to be aware of.

    The module will focus on:

    • Caveats
    • Contentious probate
    • Inheritance Act claims
    • Deeds of variation - what are they?
    • Insolvent estates

    This webinar was recorded on 29th January 2024