Fraser and Fraser host free interactive webinar for Probate and Trusts & Estates practitioners

Fraser and Fraser host free interactive webinar with guest speaker John D. Bunker to discuss recent updates on major changes in Trusts and Probate within Private Client practice

Trusts and Probate linkedin artwork

Free interactive webinar: Trusts and Probate: Updates on major changes in Private Client practice

The discussion will include:

  • New regulations that took effect on Tuesday 6 Oct 2020, with implications for both new and existing trusts, including some co-ownership of property and many will trusts;
  • Changes to 4MLD: the new rules for registering updates & the new annual declaration;
  • Probate applications: Applying for probate online will be compulsory for many cases from 2 Nov 2020: what is happening with the new process and with HMRC, including changes in August e.g. Clearance applications and changes for complex estates on TRS.

John D. Bunker LL.B CTA TEP, freelance lecturer and Consultant Solicitor/Chartered Tax Adviser, Tax Trusts and Estates at Irwin Mitchell, chairs CIOT’s Private Client (UK) Committee, represents STEP on HMCTS Probate Group, and sits on HMRC’s Capital Taxes Liaison Group and TRS 5 MLD sub-group. He has 30 years of experience specialising in wills, trusts, estate and tax planning, and developed external training work, seeking to illuminate technical details with practical insight.

Fraser and Fraser is a firm of professional genealogists and international probate researchers who are at the forefront of the industry. We provide specialist research and support services to the legal professions by tracing missing heirs and beneficiaries to unclaimed estates worldwide. With over 90 years of experience, we have built up a network of European offices and developed partnerships and working relationships with professional genealogists around the world.

When: Tuesday 20th October @ 12:30pm

To join, simply click this link and register your details.


Posted on 08.10.20