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TRAINING & EVENTS

Private Client Update 2024

18th April 2024
Course
14:00 - 17:00
£95 plus VAT(members), £180 plus VAT(non members)

Presenter: Professor Lesley King

Location: Stevens & Bolton, Wey House, Farnham Road, Guildford, Surrey GU1 4YD

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Tailored to the dynamic legal landscape, this in-person course, delivered by the highly esteemed Professor Lesley King, will explore recent developments stemming from judgements and statutes over the past 12 months, offering valuable insights into the ever-evolving realm of private client law.

Professor King will dissect the details arising from the most recent legal precedents and legislative changes, shedding light on their implications for private client practitioners.   The content will likely include:

  • Implications of the reduced CGT annual exemption: can trustees take steps to minimise CGT?
  • The changes to the income tax rules for low income trusts and estates: good or bad news?
  • Latest cases on BPR
  • A look at errors in will drafting in recent cases including Pead v Prostate Cancer UK
  • Implications of Bowser v Smith and Sim v Pimlott for non-contentious practitioners dealing with possible claims under I(PFD)A 1975
  • Developments in relation to the Trust Register: the position on post-death variations

By the end of the course, participants will be well-versed in the latest developments within the private client arena, ensuring that they stay abreast of the nuanced changes that have unfolded over the past year and able to amend office practices appropriately.

 

What people have said about Professor King’s previous courses:

  • Lesley King excellent as always
  • Good pace of delivery with supporting examples
  • Very clear delivery of relevant topics
  • Enjoying speaker, making the subject matter interesting & allowing audience to actively participate. Extensive notes to refer to later when dealing with these situations later.

 

About Lesley King

 

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.

She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia.

She is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists.

She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.