• 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

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. 

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

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

Very helpful in learning all steps to administer an estate from start to finish

The course was very informative and at the correct pace.

Well presented and the use of a case study made the material easier to understand

Having recently began retraining in private client, this course provided a good overview of the probate process knowledge that will be used on a daily basis.

Informative and plenty of opportunity to discuss issue involved.

A good overview for newly qualified to understand necessity behind certain decisions.

This course was really informative and a lot of golden nuggets I will take way from here. Thank you Anthony.

Anthony is exceptionally good at ensuring his explanations are simple and easy to understand. There was only 3-4 of us which made the course much more effective. Very pleased and grateful to be returning to work much more confident in probate.

Top course by top trainer

Absolutely spot-on! Very relevant

I really enjoyed Anthony's approach. Very refreshing for a very dry subject.

Excellent course about the nuts and bolts of probate and estate administration with the higher level bits where needed.

Yes, would definitely recommend the course.

Excellent course. Anthony was a very knowledgeable trainer and delivered so well.

Very good refresher course for newly qualified - 2 years could be a lot to take in for non practising. Excellent for those with experience in practice.

Yes, would definitely recommend the course.

Excellent course. Anthony was a very knowledgeable trainer and delivered so well.

Excellent. Comprehensive and very well presented.

Anthony was a great speaker. I understood everything he said. His examples were very useful and easy to follow. He was extremely well prepared. He had plenty of time to explain everything and would often link things to the case study which made it easier to understand. Excellent speaker!

An excellent course. Anthony's enthusiastic presentation and use of case study examples worked really well. A good level of knowledge covering a lot of topics - Exactly what I wanted from the course.

Excellent coverage of this topic, thank you! Very useful and interesting, very good speaker.

If you require a basic understanding of administering an estate from instruction to the end, this is the course for you

An excellent coverage of this topic. Thank you! Very useful and interesting. Very good speaker.

Fab course, one of the best I've attended!

This course was very informative and hands-on. Anthony covered the subject area extremely well.

informative and clear. well executed. Thank you.

well delivered. I actually feel I learnt something. Would highly recommed the lecturer Anthony Miller

Excellent, comprehensive and very well presented.

An excellent course. Anthony's enthusiatic presentation and use of case study examples worked really well. A good level of knowledge covering a lot of topics - Exactly what I wanted from the course.

Anthony was a great speaker. Understood everything he said. His examples were very useful and easy to follow. He was extremely well-prepared. He had plenty of time to explain everything and would often link things to the case study which made it easier to understand. Excellent speaker!

Very informative and presented in an interesting and entertaining manner.

Good overview of the area. Well presented and explained.

Great comprehensive overview for a beginner.

Excellent, very well presented with examples and explanations.

Fantastic course and amazing facilities. I didn't notice the time go past and it was due to the presentation.

Very comprehensive and well conducted.

Thorouhly enjoyed the course. Anthony Miller was very patient and answered all queries.

Excellent course.

Tutor was very helpful and knowledgeable and answered any question I had

The course was very unique and gave practical context.

Update was very clear and comprehesive.

Very thorough and clear and concise information. 

Available dates (3)
Tue 8 Oct 2019 - 9:30AM Newcastle Upon Tyne Members save up to 50% off training£1020
Tue 15 Oct 2019 - 9:30AM Birmingham £1020
Tue 26 Nov 2019 - 9:30AM London £1020
Purchase course documentation
Course Notes - Certificate in Probate and Administration of Estates £79

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