This course will acquaint private client practitioners with recent developments in the areas of Will drafting, construction and interpretation, Probate practice and related tax issues to ensure practitioners can apply these developments to their daily practice. From this practitioners will be able to discuss the changes in an informed way with colleagues and clients.
- The Impact of Finance Act 2006 and the Pre-Budget Report on Will drafting
- Wills - Recent cases & developments
- IHT developments
- IHT references
- Excepted estates
- Valuation of jointly owned property
- Recent cases
- Trust & Estate tax returns
- Agent authorisation
- Recent cases