Masterclass by Professor Lesley King. 13 May 2021

Host group
Host Left
Hosted by
STEP Manchester
Event Type
Web Event
Date

STEP Manchester will be hosting a Masterclass by Professor Lesley King, who will provide a review of current issues in Private Client Practice with particular emphasis on:

SDLT and Private Client Practitioners
This session will look at situations where SDLT can impact on Private Client Practitioners.

Drafting Wills for Cohabitants
There is often a tension between the wish to provide the cohabitee with a right of occupation for at least a limited period and the wish to pass assets on to the children of the testator. The problem is particularly acute where IHT is an issue and the testator wishes to preserve the residence nil rate band. There is also the possibility of Inheritance Act claims.

Private Client Update
This session will provide a comprehensive review of recent developments over the last few months and will examine the implications for private client practitioners.
In view of the safe working practices currently adopted, the meeting will take place via Zoom, rather than being a physical meeting.

To register in advance please email [email protected] 

This event is free to attend for STEP members.

Cost group
Schedule
13:00 BST
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
3 Hours
Contact
STEP Manchester
Add to Calendar 2021-05-13 00:00:00 2021-05-13 00:00:00 Masterclass by Professor Lesley King. 13 May 2021 STEP Manchester will be hosting a Masterclass by Professor Lesley King, who will provide a review of current issues in Private Client Practice with particular emphasis on: SDLT and Private Client Practitioners This session will look at situations where SDLT can impact on Private Client Practitioners. Drafting Wills for Cohabitants There is often a tension between the wish to provide the cohabitee with a right of occupation for at least a limited period and the wish to pass assets on to the children of the testator. The problem is particularly acute where IHT is an issue and the testator wishes to preserve the residence nil rate band. There is also the possibility of Inheritance Act claims. Private Client Update This session will provide a comprehensive review of recent developments over the last few months and will examine the implications for private client practitioners. In view of the safe working practices currently adopted, the meeting will take place via Zoom, rather than being a physical meeting. To register in advance please email [email protected]  This event is free to attend for STEP members. STEP Manchester STEP Manchester Europe/London public