Wills and Probate Update 2012 (5 hours)

This course will acquaint private client practitioners with recent developments in the areas of will drafting, construction and interpretation, trusts and probate practice and related tax issues to ensure practitioners can apply these developments to their daily practice and be able to discuss the changes in an informed way with colleagues and clients. It will also look ahead to future developments.

The course will cover:

~ Wills, trusts and probate cases and developments including:

-Testamentary Capacity

- Interpretation and Construction

- Liability for Negligent Advice

- Equitable Remedies,Rectification, Rescission

- Hastings Bass and Mistake

- Constructive Trusts and Proprietary Estoppel

- Family Provision claims

- Income v Capital

~ IHT cases and developments including:

- Reliefs

- Variations

- Compliance

~ Miscellaneous Tax issue

- CGT cases

- Compliance and Guidance

~ Future Developments

Course Dates

07/06/2012 Newcastle-Upon-Tyne	10:00 - 16:45 Venue Information
12/06/2012 Birmingham	10:00 - 16:45 Venue Information
19/06/2012 London	10:00 - 16:45 Venue Information
18/09/2012 Chesterfield	10:00 - 16:45 Venue Information
25/09/2012 Leicester	10:00 - 16:45 Venue Information
25/09/2012 Peterborough	10:00 - 16:45 Venue Information
26/09/2012 Norwich	10:00 - 16:45 Venue Information
02/10/2012 Bristol	10:00 - 16:45 Venue Information
04/10/2012 Carlisle	10:00 - 16:45 Venue Information
05/10/2012 Birmingham	10:00 - 16:45 Venue Information
10/10/2012 London	10:00 - 16:45 Venue Information
11/10/2012 Nottingham	10:00 - 16:45 Venue Information
16/10/2012 Cardiff	10:00 - 16:45 Venue Information
18/10/2012 Manchester	10:00 - 16:45 Venue Information
23/10/2012 Lincoln	10:00 - 16:45 Venue Information
25/10/2012 Leeds	10:00 - 16:45 Venue Information
30/10/2012 Worcester	10:00 - 16:45 Venue Information

This course will be presented by the following speakers, please click on the Speaker & Venue details against any course date to see more information.

Nick Shaw 
MA (Cantab),TEP was formerly a partner and latterly a consultant with Addleshaw Goddard which is one of the largest firms of Solicitors in England with a Private Client Department.

Lucy Obrey 
is a Solicitor and Partner at Higgs & Sons, Solicitors in the West Midlands. She is a member of STEP and member of the STEP UK Practice Committee. Lucy regularly appears as a speaker at the STEP National Conference. She is also recognised in Chambers and Partners and Legal 500 in the areas of trusts and personal tax.

Iris Wuenschmann-Lyall 
MA (Cantab) TEP . Iris is a Solicitor with wide experience of private client work, working as a Consultant for Toby Harris Tax Consultants and PTP Tax Consultancy. She is a specialist dealing with the complex legal issues surrounding trusts and estates and advises on all aspects of trust taxation and capital taxes with particular emphasis on high net worth individuals. Iris is a contributing author to Bloomsbury Professional Core Tax Annuals Inheritance Tax, Capital Gains Tax, and Trust and Estates. She also contributes to Bloomsbury Professional Revenue Law and Tax Planning. Iris lectures on the STEP Diploma course and also sits on STEP’s UK Practice Committee.