• Overview of steps in an administration
  • Personal Representatives: - different types, their duties and authority and options available 
  • The initial interview: Who is my client? What is my general duty to my client?
  • Taking instructions: information required, immediate practicalities to address
  • Setting up the file; Initial letters; organising and managing the file
  • Obtaining information about the estate and ascertaining beneficial entitlement
  • Property passing outside the Will or intestacy - "jointly owned property"
  • Is there a "Will?" Is it the last Will? Are the clauses valid? Is it admissible to probate? 
  • Entitlement on intestacy
  • Preparing the papers to lead to the grant: Responsibilities of Personal Representatives; Form IHT 400, calculation and payment of IHT, and raising funds to meet IHT liability 
  • Completion of Oath for common form Grants: Probate, Letters of Administration with the Will annexed and Letters of Administration
  • Other evidence: affidavits of due execution, plight and condition and identity
  • Administering the estate: collecting in assets, paying debts and legacies, settling deceased's tax liability to date of death
  • Tax during the administration of estate: PRs liability, payments to beneficiaries during the administration and disposals during administration
  • Finalising IHT, corrective accounts and obtaining Clearance Certificate
  • Finalising the administration: Estate and Distribution Accounts, Transfer to beneficiary entitled
  • Inheritance (Provision for Family and Dependants) Act claims
  • Post mortem tax planning - variations and disclaimers, examples of uses, traps for the unwary and the duty to advise (Cancer Research v Ernest Brown)
Anthony Miller

Anthony Miller

Details and courses

Anthony Metzer

Anthony Metzer

Details and courses

Great trainer, wasn't monotone and boring to listen to, made the topic enjoyable which made us concentrate more. 

Very useful and definitely recommend to anyone who is in probate practice. 

This is a very useful introduction to probate and administration of estates. 

This course was fantastic. I enjoyed, it was informative and substantial. 

Comprehensive overview - good balance and not overwhelming given the subject area. Very informative and feel that I have gained a good grounding. Enjoyed it! 

Great venue, well organised. Anthony was a great tutor and very knowledgeable. 

The course is very well designed, with the right level of detail to understand concepts easily. Anthony is very enthusiastic and great to listen to.

Well organised and detailed course. Anthony has been very thorough regarding the course content. Highly recomended

Available dates (6)
Tue 24 Mar 2020 - 9:30AM London Become a VIP and get your first 3 hours' FREE£960
Tue 7 Jul 2020 - 9:30AM London £960
Tue 4 Aug 2020 - 9:30AM Southampton £960
Tue 8 Sep 2020 - 9:30AM Birmingham £960
Tue 10 Nov 2020 - 9:30AM London £960
Tue 8 Dec 2020 - 9:30AM Sheffield £960
Purchase course documentation
Course Notes - Certificate in Probate and Administration of Estates £240

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