Lesley King - Private client update. 9 March 2022

This session will provide a review of current issues in private client practice with a focus on good practice and avoiding pitfalls. The exact detail will depend on any developments in the next few weeks but it is likely to include:

• The latest on the trust register and implications for trustees of family trusts
• Where are we now on probate practice?
• What we can and cannot do with post-death variations
• Avoiding problems when preparing wills
• Self-dealing and conflicts of interest for family trustees

Objectives

After this session you will be:

• Aware of recent developments affecting private client practitioners;
• Able to adapt your office practice and procedures where necessary