A Private Client Update with Professor Lesley King - Autumn 2024

A 4-hour recording of our half-day masterclass packed full of insights from the profession's most in-demand educator, Professor Lesley King. Sponsored by Estate Research.

The masterclass will provide an update on the recent developments in Wills, Taxation and Administration.

It will cover the latest case law developments and changes to practice and procedure. In particular, this masterclass will look at the new rules on the taxation of low-income trusts and estates and the problems they may cause for trustees of discretionary and accumulation trusts.

The precise content will depend on developments in the next few months but, as well as the new rules on low-income trusts and estates, will include:

• The recent decision on the use of ‘no contest’ cases to discourage claims under I(PFD)A 1975 and the costs implications for unsuccessful claimants

• The Court of Appeal decision in Bowser v Smith on claimants under the 1975 Act as executors.

• The implications of the Charities Act 2022

• The way in which the courts approach assisted suicide cases and relief from forfeiture applications.

• Costs implications of the decisions in Kenig and Pead v Prostate Cancer UK

• The latest on the TRS including HMRCs’ views on post-death variations and the results of the Consultation

Who this is for:

This classroom is perfect for practitioners including solicitors and paralegals who are seeking to update their knowledge of private client law, or who are considering returning to this area of law following a career break.

Level of expertise:

Delegates should have a working understanding of Private Client matters.

Learning outcomes:

After this event, attendees will have an increased knowledge of wills, taxation and administration. Delegates will have an update on case law and statutory provisions and be able to apply the knowledge gained in the better provision of a service to the client