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Private Client Law Refresher Course – Probate Update


This live session will run on 11 November 2021.

Click start to access the welcome page, this is where you will find the links to join the sessions.

Please note that this session will be recorded. the recording will be made available within a week after the session.

Course Description


  • 2 hours
  • Intermediate
This live virtual classroom is scheduled on 11 November 2021, between 10:30-12:30.Delivered by renowned expert in the field Professor Lesley King, this course will provide 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 virtual classroom 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.  On-demand versions will be available after each event for those who cannot attend on the day or who wish to purchase after the event has taken place.

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


  • Online applications
  • Paper applications
  • Other new probate forms
  • Statements of truth


  • 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


  • An overview of the new provisions
  • Procedure
  • Attestation clauses