Risk of claims under I(PFD)A 1975
When is a statutory Will appropriate?
Family relationships (with a quick look at the proposals for Cohabitees)
Checking instructions

Professor Lesley King, Professional Development Consultant, University of Law

This session will consider the evolving treatment of pensions within estate administration and the practical issues arising for probate practitioners and those advising on estate planning. The session will cover:

Practical issues for probate practice and estate administration processes
Interaction with pension scheme administrators
Treatment of pension assets within estates and distribution considerations
Implications for executors, beneficiaries and estate costs and timing
Key points for estate planning in light of ongoing developments

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer

When and how long the home is disregarded in the financial means test
How the local authority values a beneficial interest in the home
What if the home is a mobile home?
Paying for additional care using the home as collateral
Deferred Payment Agreements

Caroline Bielanska, Solicitor, TEP, Legal Author and Trainer

Mutual Wills agreement
Charities and IHT
Wills Act 1837, s33
PRs’ liability for IHT on assets not in their hands

Professor Lesley King, Professional Development Consultant, University of Law

This session will provide an update on recent developments affecting trusts and tax planning, with a focus on practical implications for advisers. The session will cover:

Recent tax developments and their impact on planning for clients and trusts
Issues arising in relation to reliefs and allowances in estate and inheritance tax planning
Interaction between pensions and inheritance tax considerations in estate planning
Updates relating to trust registration requirements and related compliance issues

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer