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31 Mar 2015

Probate: A practical guide to Estate Administration

Details

Date 31 Mar 2015
Time 10:00 - 12:00
Location Canal Court Hotel, Newry
Cost £70.00 per person
CPD Points 2 General Group Study
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Description

Probate work is the second largest area of complaints. Delays and failure to deal appropriately with IHT issues are frequent complaints.

Probate work is the second largest area of complaints. Delays and failure to deal appropriately with IHT issues are frequent complaints. This practical guide to estate administration has been designed to provide maximum benefit to sole practitioners and small/medium firms. Topics to be covered include:

- Knowing your client;

- Getting instructions;

- Securing the client;

- Missing beneficiaries;

- Administration of estates in general and the most common issues/problems;

- Issues around wills;

- IHT – forms, valuations, IHT by instalments, who pays transfer, specific request for land;

- Deed of variation;

- Farming APR, BPR, Single Farms Payments;

- Charging clauses;

- Thresholds, payments, timelines;

- Estate accounts, accounting for interest, CGT, loss relief, corrective accounting.

The seminar will be delivered by Michael Graham, Cleaver Fulton Rankin. Michael is Head of the Private Client Department, and specialises in trusts, tax, the administration of estates and issues affecting elderly and vulnerable clients. Michael is the current Chair of the Northern Ireland branch of the Society of Trust and Estate Practitioners and also sits on the Law Society of Northern Ireland committee for Non-Contentious Business. Michael is a member of the Executive Committee of Will to Give, a local charity created to promote charitable giving by will in Northern Ireland.

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To increase accessibility this seminar will take place in the following locations:

Tuesday 31 March 2015 Canal Court Hotel, Newry 10am – 12 noon

Wednesday 1 April 2015 Law Society House, Belfast 1pm – 3pm


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