Private Client Law Update and Refresher Course – Probate
E-learning
This virtual classroom was delivered on 11 November 2021.
Course Description
Overview
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.
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