18 May 2023
Probate: A Practical Guide to Estate Administration
Details
Date |
18 May 2023 |
Time |
13:00 - 15:00 |
Location |
Online |
Cost |
£70.00 per person |
CPD Points |
2 General Group Study |
Description
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 and BPR;
- Charging clauses;
- Thresholds, payments, timelines;
- Estate accounts, accounting for interest, CGT, loss relief, corrective accounting;
- Common pitfalls and how to avoid them.
Interested in attending this event?