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 covers:
Wills, trusts and probate cases and developments: 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 - Inheritance and Trustees’ Powers Act
IHT cases and developments: Reliefs - Variations - Compliance
Miscellaneous tax issues: CGT cases - Compliance and Guidance