Many wills include gifts to charities either as specific legacies or as residuary gifts. When dealing with such estates you need to comply with all the standard requirements of efficient administration.
However, when charities are involved, you need to be aware of a number of particular issues that can cause problems. This session is divided into two parts, each of which are free-standing.
This webinar looks at IHT considerations, including:
This webinar looks at IHT considerations:
The Institute of Legacy Management has a helpful booklet, Charities as Beneficiaries, produced by the Law Society. The booklet can be bought from the Law Society or downloaded from the ILM website at
http://legacymanagement.org.uk/wp-content/uploads/Charities-as-Beneficiaries-1.pdf
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Learning objectives:
After this session you will be able to
Your CPD Certificate can be found in your Account.
Professor Lesley King
Professional Development Consultant • University of Law
Author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.
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