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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.

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