Private Client Law Update and Refresher Course – Probate

E-learning

This virtual classroom was delivered on 11 November 2021.

Click start to access the welcome page, where you will find the recording of the event.

Course Description

Overview

2 hours
Intermediate

This virtual classroom was delivered on 11 November 2021. The on-demand version is available for purchase now.Delivered by renowned expert in the field Professor Lesley King, this course provides an update in probate law and practice. It is suitable if you are considering returning to this area of law following a career break or currently work within private client law and wish to update your knowledge in certain areas.This event is one in a series of seven for individuals across all levels of PQE who are seeking to update their knowledge of private client law. The other sessions can be booked through this link.

Learning outcomes

After this session you will be aware of the recent changes to probate practice and able to make applications using the new procedures.

SRA Competence: A2 +2 more for SRA Competence: A4, A5

What this will cover

APPLICATIONS FOR THE GRANT

Online applications
Paper applications
Other new probate forms
Statements of truth

IHT ISSUES

IHT clearance procedure
No cheques for IHT
Signatures on IHT forms
Additional assets or lifetime gifts
IHT estimated valuations
Wrongly claimed reliefs
Loss on sale relief

REMOTELY WITNESSED WILLS

An overview of the new provisions
Procedure
Attestation clauses