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DTSTART;TZID=UTC:20250107T110000
DTEND;TZID=UTC:20250311T120000
DTSTAMP:20241101T143816Z
CREATED:20241025T081657Z
LAST-MODIFIED:20241101T143816Z
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
ATTACH;FMTTYPE=image/jpeg:https://todaysmedia.co.uk/wp-content/uploads/2024/10/Training-Web-Images-3-e1730471891985.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250206T110000
DTEND;TZID=UTC:20250305T120000
DTSTAMP:20241101T143841Z
CREATED:20241025T075712Z
LAST-MODIFIED:20241101T143841Z
UID:3134-1738839600-1741176000@todaysmedia.co.uk
SUMMARY:An Introduction to Trusts and Taxation - 5 Part Series
DESCRIPTION:Trusts can sometimes be overlooked as an option for lifetime planning and their uses within estates\, however when prepared properly these can be great tools in a practitioner’s armoury to ensure that a client’s needs are met. \n\n\n\nProblems can arise however if the trust is not drafted properly\, and this has led to cases where the objectives of the trust may not be met\, or beneficiaries have lost out. \n\n\n\nTax complications can also cause problems and full advice and careful drafting should be done at the start to ensure the objectives of the trust are being met. \n\n\n\nThis 5-part seminar series will steer you on the right path and provide practical advice and processes to enable you to advise clients and navigate through the minefield of trust management. \n\n\n\nWhat You Will Learn: \n\n\n\nThis course will cover the following: \n\n\n\n\nThe most common types of trust:\n\nBare trusts\n\n\n\nLife interest trusts\n\n\n\nDiscretionary trusts\n\n\n\nPersonal injury trusts\n\n\n\nDisabled Persons trusts\n\n\n\n\n\nThe tax implications of Trusts\n\n\n\nCase law\n\n\n\nTrust drafting- layout\, standard clauses to include\, and practical tips\n\n\n\nCommon drafting errors to look out for\n\n\n\nAmending or varying a trust\n\n\n\nWinding up a trust- the pitfalls.\n\n\n\nThe TRS and the registration process\n\n\n\n\nWho Should Attend: \n\n\n\nThis course is suitable for fee earners and support staff of all levels working or starting in the area of Trusts\, whether setting them up in someone’s lifetime or managing them in a Will\, or on death. \n\n\n\nLevel: \n\n\n\nAll levels can benefit from this seminar \n\n\n\nDates: \n\n\n\n\nThursday 6th Feb 11am\n\n\n\nThursday 13th Feb 11am\n\n\n\nThursday 20th Feb 11am\n\n\n\nThursday 27th Feb 11am\n\n\n\nWednesday 5th March 11am
URL:https://todaysmedia.co.uk/event/an-introduction-to-trusts-and-taxation/
LOCATION:Online
CATEGORIES:Wills & Probate Training
ATTACH;FMTTYPE=image/jpeg:https://todaysmedia.co.uk/wp-content/uploads/2024/10/Training-Web-Images-3-1-e1730471916642.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250219T110000
DTEND;TZID=UTC:20250219T120000
DTSTAMP:20241213T161155Z
CREATED:20241213T161155Z
LAST-MODIFIED:20241213T161155Z
UID:3236-1739962800-1739966400@todaysmedia.co.uk
SUMMARY:Mastering the Secrets of Wills : Strategies to Attract Clients and Deliver Unmatched Value
DESCRIPTION:With a large proportion of the UK population dying intestate\, what prevents people from making Wills or keeping them updated? The Wills market has for a long time been in a state of flux. The many different options for making a Will is confusing for the consumer and we therefore need to work harder to stand out from the competition. \nIn this Webinar\, brought to you by Scott Walker and Today’s Training\, we will delve into why people don’t make Wills and learn how we can market our services more effectively by understanding what drives people to make a Will and what stops them from doing so. \nBy the end of this session\, you will be able to: \n\nUnderstand why people don’t make Wills or get it wrong.\nIdentify how to market our services in today’s competitive world.\nDemonstrate an understanding of the real value of legal advice.\nInterpret the mindset shift that our potential clients need regarding making a Will and how to communicate it.\nNavigate the pricing conundrum. \n\nExtensive notes will be provided and time will be set aside for delegate questions \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 19th February 2025\, 11am (1 hour)\n\nWho Should Attend \n\nPartners\, Fee earners\, paralegals and support staff working within Private Client\, as well as those fee earners involved in business development and marketing.\n\nLevel \n\nAll Levels\n\nSpeaker \nScott Walker – Consultant Private Client Solicitor at Richard Nelson LLP \n\n\n \n 
URL:https://todaysmedia.co.uk/event/mastering-the-secrets-of-wills-strategies-to-attract-clients-and-deliver-unmatched-value/
LOCATION:Online
CATEGORIES:Wills & Probate Training
ATTACH;FMTTYPE=image/jpeg:https://todaysmedia.co.uk/wp-content/uploads/2024/12/Training-Web-Images-5-1-e1734106298996.jpg
END:VEVENT
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