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Private client, Probate , | Recorded webinar

Private Client Law Update and Refresher Course – Probate

2 hoursIntermediate

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.

Who this is for

Paralegals, Solicitors.

Required prior knowledge

In-depth knowledge of private client law.

Learning outcomes

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

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
How you will learn

This interactive online training consists of the following elements:

  • An interactive course presentation
  • Certificate issued on completion