Will Drafting Pitfalls [2020]

Webinar Details

Available now

Expires after 90 days

John Thurston LLB Solicitor TEP

CPD Hours: 1


This webinar is presented by John Thurston. This course will consider various aspects of will drafting which can cause problems to practitioners.

Watch the 2020 trailer:

The following aspects will be considered:

  • Effect of residence nil rate band on drafting wills;
  • Recent cases on capacity and undue influence;
  • The need to warn of possible claims under the Inheritance (Provision for Family and Dependants) Act 1975;
  • The effect of leaving a note as to why no provision has been made for a possible applicant;
  • Specific gifts and ademption;
  • Gifts of personal chattels;
  • Precatory trusts;
  • Incorporation of documents in wills;
  • Free of tax or subject to tax;
  • Grossing up;
  • Mixed gifts of residue to exempt and non-exempt beneficiaries;
  • Survivorship clauses.
  • Other considerations - ongoing monitoring

This webinar is sponsored by: