A Masterclass in Claims Against the Estate

A Masterclass in Claims Against the Estate

Claims Against the Estate
Friday 4th Aug 2017 10:00am – 11:00am

And Monday 7th Aug 2017 10:00am – 11:00am

Register now for our Free Webinar

Friday 4th Aug

Monday 7th Aug

We’re over halfway (!) through 2017 and already this has been a ‘bumper’ year in terms of the amount of reported cases concerning claims against the Estate. The Inheritance (Provision for Family and Dependants) Act 1975 allows for a number of categories of people to lodge claims against the estate:

  • A spouse or civil partner of the deceased.
  • A formal spouse or civil partner who has not received a financial settlement following the breakdown of the marriage or civil partnership.
  • Any person who lived with the deceased for the two year period immediately before the date of death.
  • Any child of the deceased, or person treated as a child.
  • Any person who was maintained by the deceased immediately before death.

If you are writing a Will for a client with an estranged spouse or child, they are often shocked to learn that a claim could be made against their estate after their death. Inevitably they will ask ‘is there anything I can do to prevent this?’

In this hour long webinar, we will look at whether there is any way of preventing or discouraging these types of claims against the estate for your clients.

An in-depth discussion will be had regarding your role as an Advisor to the client – what records do you have to keep when taking instructions to prevent any criticism of you at a later date?

Our experts will be on hand throughout to answer all of your questions.

There have also been changes to the Anti Money Laundering Regulations and the introduction of a new ‘Trust Registration Service’ recently launched by HMRC. We will have a look at the implications of the changes and the new services being implemented to see ‘What’s Changed.’

Join our LinkedIn Discussion group:

Join our LinkedIn Supermen Webinar Group. Our Estate Planning experts will address all of the questions raised during the webinar and any further queries relating to the topics covered. Become part of our growing community of Supermen members. Share your opinions, questions and knowledge with us.

Click here to join

This article was submitted to be published by Countrywide Tax & Trust Corporation as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

CTT Group

http://www.countrywidegroup.co.uk/

 

 

 

 

 

 

CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community.

Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors.

CTT Group is made up of six areas:

CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients.

CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs.

CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group.

CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice.

CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey.

CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business.

Click here for more information: https://ctt-group.co.uk/

Contact: CTT Group Tel: 01926 514 390

Email: [email protected]

Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX

X