18 May 2023

Probate: A Practical Guide to Estate Administration

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.