The Right Tools for the Job [2022]

Webinar Details

Available now

Expires after 90 days

Professor Lesley King

CPD Hours: 1


From our LAW2022 Online W&P Spring package, this 1 hour session presented by Professor Lesley King explains how when dealing with estates and trusts it is easy to get confused as to which tool it is appropriate to use and how to exercise each one appropriately.

This session looks at

  • The tools available
  • Post-death variations
  • Disclaimers
  • Appointments of income and capital under the terms of a trust with and without reading back under IHTA 1984, s 144
  • Applications of capital for advancement or benefit of beneficiaries under Trustee Act 1925, s32
  • Appropriation of assets to create sub-funds within a trust
  • How to choose appropriately
  • The formalities required

After completing this session, you will be able to

  • select the appropriate tool, and
  • exercise it correctly