01332 226601
Education sessions include:-
1. The Removal of Personal Representatives
Presented by James Beresford
This is a practical session that will provide a grounding in the steps that have to be taken to remove a personal representative .
This session will cover:
- The appropriate legislation
- Key Case Law
- Professional Executorships
- Practical suggestions on what to do if a client wishes to appoint your firm as an executor
- Best practice if you are asked to renounce by the deceased's family.
2. Common Errors and Negligence in Will Drafting
Presented by James Beresford
This is a practical session that will cover:
- A background to the case law regarding negligence in Will writing
- A review of the issues to be aware of including Under Influence and Mental Capacity
- The common areas where errors arise
- Practical safeguards to put in place.
3. Achieving 'Fairness' in Wills
Presented by Professor Lesley King - Private Client Consultant, University of Law
Clients often want to leave their property fairly’ amongst their family members but may not foresee the problems that their instructions may create.
This session will look at some of the difficulties that good advice may help to avoid.
It will include:
- The impact of IHT
- Unfairness caused by lifetime gifts
- Problems of ademption
- Fluctuations in asset values
- The second family problem
- Clients with wealth tied up in businesses.
4. Exploring the RNRB and Downsizing Allowance
Presented by Professor Lesley King - Private Client Consultant, University of Law
This session will look at how to get the best out of the Residence Nil Rate Band and look at some common misapprehensions.
It will look at how the downsizing allowance works and when it is and isn’t available.
In particular it will look at the following:
- What is a qualifying residential interest?
- How does the taper threshold work?
- Can Equity Release help?
- How do you value the qualifying residential interest at death?
- How to get the allowance when the residence is left in the ‘wrong’ way
- What is downsizing?
- How the downsizing allowance is calculated
- What happens if a person moves more than once?
Professor Lesley King
Professor Lesley King is a leading professional author and lecturer in Wills, Trusts and Probate. Lesley is a former member of the Law Society’s Wills and Equity Committee and the Probate and Estates Committee of STEP and an honorary member of the Association of Contentious Trust and Probate specialists. She is also a Professional Development Consultant at the University of Law and writes and lectures extensively on private client matters.
James Beresford
James Beresford is a lecturer specialising in Wills drafting and Estate administration matters and helps his clients deal with their legacy planning, providing a comprehensive and understandable solution.
He is a wealth preservation specialist focusing on inheritance tax for high profile individuals and advising business owners on succession planning.
He has been presented with two ‘Private Client Team of the Year’ trophies at the prestigious Manchester Legal Awards and is the author of “No Will – No Say. A simple guide to Wills & Estate Planning” published in 2017.
