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DTSTART;TZID=UTC:20250107T110000
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UID:3140-1736247600-1741694400@todaysmedia.co.uk
SUMMARY:Probate administration and challenges: The need to knows - 10 Part Series
DESCRIPTION:The process of administering estates is becoming more complex due to a number of factors\, not only due to changes at the probate registry and HMRC but also because of economic changes. Digital assets\, crypto currency and bitcoin are becoming more commonplace\, and there are more widespread tax planning measures being undertaken by individuals in their lifetime due to the freezing of tax allowances for so long. \n\n\n \nIn addition\, claims are being made more regularly against estates. It has never been more essential to protect yourself and your firm from claims against will validity and learning the processes for making or receiving inheritance act claims\, and lodging caveats. \n\n\n \nThis 10 part series is designed to walk you through the process of an administration\, the forms to complete\, and dealing with challenges and claims. You will also learn some practical tips in respect of safeguarding your firm from these in the future. \n\n\n \nWhat You Will Learn: \n\n\n \nThis course will cover the following: \n\n\n \n\nThe initial stages of an administration\, and the processes involved\n\n\n\nWhether a grant is required\n\n\n\nThe different types of grant available\n\n\n\nThe IHT 400 and pitfalls including valuation issues\, disclosure of lifetime gifts\, APR ad BPR\n\n\n\nThe deceased’s tax position – Income tax\, CGT\n\n\n\nThe estate’s tax position – Income tax\, CGT\n\n\n\nCompleting the administration\n\n\n\nMissing beneficiaries and how to deal with them\n\n\n\nChallenges against Wills\n\n\n\nCaveats and how to deal with them\n\n\n\nLarke v Nugus\n\n\n\nInheritance Act Claims; when they can be made\, timescales and method\n\n\n\n \nWho Should Attend: \n\n\n \nThis course is suitable for practitioners wishing to move into this field\, those who require a refresher and for training paralegals and support staff to become more hands-on fee earners. \n\n\n \nLevel: \n\n\n \nAll levels can benefit from this seminar \n\n\n \nDates: \n\n\n \n\nTuesday 7th Jan 11am\n\n\n\nTuesday 14th Jan 11am\n\n\n\nTuesday 21st Jan 11am\n\n\n\nTuesday 28th Jan 11am\n\n\n\nThursday 6th Feb 1 pm\n\n\n\nTuesday 11th Feb 11am\n\n\n\nTuesday 18th Feb 11am\n\n\n\nTuesday 25th Feb 11am\n\n\n\nTuesday 4th March 1pm\n\n\n\nTuesday 11th March 11am\n\n \n \nThe process of administering estates is becoming more complex due to a number of factors\, not only due to changes at the probate registry and HMRC but also because of economic changes. Digital assets\, crypto currency and bitcoin are becoming more commonplace\, and there are more widespread tax planning measures being undertaken by individuals in their lifetime due to the freezing of tax allowances for so long. \n\n\n \nIn addition\, claims are being made more regularly against estates. It has never been more essential to protect yourself and your firm from claims against will validity and learning the processes for making or receiving inheritance act claims\, and lodging caveats. \n\n\n \nThis 10 part series is designed to walk you through the process of an administration\, the forms to complete\, and dealing with challenges and claims. You will also learn some practical tips in respect of safeguarding your firm from these in the future. \n\n\n \nWhat You Will Learn: \n\n\n \nThis course will cover the following: \n\n\n \n\nThe initial stages of an administration\, and the processes involved\n\n\n\nWhether a grant is required\n\n\n\nThe different types of grant available\n\n\n\nThe IHT 400 and pitfalls including valuation issues\, disclosure of lifetime gifts\, APR ad BPR\n\n\n\nThe deceased’s tax position – Income tax\, CGT\n\n\n\nThe estate’s tax position – Income tax\, CGT\n\n\n\nCompleting the administration\n\n\n\nMissing beneficiaries and how to deal with them\n\n\n\nChallenges against Wills\n\n\n\nCaveats and how to deal with them\n\n\n\nLarke v Nugus\n\n\n\nInheritance Act Claims; when they can be made\, timescales and method\n\n\n\n \nWho Should Attend: \n\n\n \nThis course is suitable for practitioners wishing to move into this field\, those who require a refresher and for training paralegals and support staff to become more hands-on fee earners. \n\n\n \nLevel: \n\n\n \nAll levels can benefit from this seminar \n\n\n \nDates: \n\n\n \n\nTuesday 7th Jan 11am\n\n\n\nTuesday 14th Jan 11am\n\n\n\nTuesday 21st Jan 11am\n\n\n\nTuesday 28th Jan 11am\n\n\n\nThursday 6th Feb 1 pm\n\n\n\nTuesday 11th Feb 11am\n\n\n\nTuesday 18th Feb 11am\n\n\n\nTuesday 25th Feb 11am\n\n\n\nTuesday 4th March 1pm\n\n\n\nTuesday 11th March 11am
URL:https://todaysmedia.co.uk/event/probate-administration-and-challenges-the-need-to-knows/
LOCATION:Online
CATEGORIES:Wills & Probate Training
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DTSTART;TZID=UTC:20250205T110000
DTEND;TZID=UTC:20250205T120000
DTSTAMP:20241213T155705Z
CREATED:20241213T154915Z
LAST-MODIFIED:20241213T155705Z
UID:3226-1738753200-1738756800@todaysmedia.co.uk
SUMMARY:How to Navigate the Legal Complexities when Supporting Clients with Dementia - 2 Part
DESCRIPTION:These sessions will address some of the challenges within the law when helping clients with dementia with legal services so that you can feel confident in supporting their needs and ensuring you are compliant with your professional obligations. \nIt will dispense some of the popular myths surrounding the illness and consider how we can communicate better with clients who have dementia by asking the right questions. \nYou will learn practical tips to take away and implement into your day-to-day work \nBy the end of these sessions you will be able to: \n\nUnderstand what dementia is\nDemonstrate how to meet the needs of vulnerable clients and support clients with dementia\, as well as their families\nManage conflicts of interest and identify who your client is\nNavigate the rules surrounding access and rights to personal information\nUnderstand the circumstances when access and disclosure of an incapacitated person’s will is permitted\nRecognise when it is the right time to register an Enduring Power of Attorney\nExtensive notes will be provided and time will be set aside for delegate questions\n\nPlease note\, the course fee is per person. \nAll sessions are recorded and available on demand if you are unable to join live. Please book your place and the recording will be circulated 48 hours after the live session to review on-demand. \nDates: \n\nWednesday 5th February 2025\, 11am (1 hour)\nWednesday 12th February 2025\, 11am (1 hour)\n\nWho Should Attend \nAll practitioners \nLevel \nBeginner and Intermediate \nSpeaker \nScott Walker – Consultant Private Client Solicitor at Richard Nelson LLP
URL:https://todaysmedia.co.uk/event/how-to-navigate-the-legal-complexities-when-supporting-clients-with-dementia-2-part/
LOCATION:Online
CATEGORIES:Wills & Probate Training
ATTACH;FMTTYPE=image/jpeg:https://todaysmedia.co.uk/wp-content/uploads/2024/12/Training-Web-Images-2-1-e1734105419997.jpg
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