Fraser and Fraser are delighted to welcome Austin Gill, Senior Associate in the Trusts and Estate Administration Department and Kieran Forsyth an Associate in the Contested Wills, Trusts and Estates team at Hugh James to their next free webinar.

During this webinar, Austin and Kieran will explore best practice for managing estates requiring an independent administrator.

This webinar will look to provide a brief overview of:

The scenarios in which an independent administrator could be used:

• Parties are contesting a will
• Parties do not agree
• Preserving the value of an estate asset​​​​​​​
• Where a personal representative has acted improperly or not at all

How an independent administrator is appointed:

• When the entitled parties consent
• Where a grant has been issued and a Court order is required to replace them

Details:

Date:  Thursday 9 November

Time: 10:30 am

Location: Online

Register here: https://event.webinarjam.com/register/228/krqxri1m

A little bit about Fraser and Fraser

At Fraser and Fraser, you will find a team of efficient, dedicated and experienced genealogists and probate researchers, who offer the best service for you and your clients. We’ve been supporting the legal professions by tracing missing heirs and beneficiaries to unclaimed estates worldwide, for almost a century.

Services we offer:

– Location of Missing Beneficiaries

– Missing Beneficiary Insurance

– FREE Family Tree Check

– Risk Free Administrator Search Service

– Overseas Bankruptcy Searches

– Medallion Signature Guarantee

– Flexible Fee Options (including time spend and fixed fee)

Get in contact with us today for further information:

Tel: +44 (0) 20 7832 1400

Email: info@fraserandfraser.co.uk

Website: https://www.fraserandfraser.co.uk/

Topics include:

• Probate – a brief update
• What can go wrong: – Missing reliefs, – Missing allowances ,- RNRB, – Transferable nil rate bands
• What is the value of 50% of a property for probate purposes?
• Claiming the 15% deduction – did you know it even existed?
• Did you know that gifts to/for the benefit of dependent relatives can be IHT free immediately?
• Did you know that if you settle a mortgage from a life policy held in trust, the debt is no longer allowable for IHT purposes?
• And more!

Get in contact with us today for further information:

T: 01926 514 390 ext 9170

E: newentrants@ctt-group.co.uk

W: www.ctt-group.co.uk

Book here.

The course will be consolidated across 5 sessions remotely:

Tuesday 14th of November

Wednesday 15th of November

Thursday 16th of November

Friday 17th of November

Tuesday 21st of November

9:30am to 1:00pm

Estate Planning Foundation Course 

This course introduces Will Writing and discusses in detail the use of Will-based Trusts. It outlines the use of Discretionary Trusts, Pilot Trusts and Asset Protection Trusts. On completion of this course you can confidently advise, explain and utilise Trusts, enabling you to provide a bespoke Estate Planning service to suit your client’s individual needs.

The course provides a practical introduction to making Lasting Powers of Attorney, identifying the parties involved. Registering Lasting Powers of Attorneys, drafting restrictions and conditions, together with avoiding errors and negligence.

Full Course Information

Session 1 – Tuesday 14th November 2023

Commences at 9:30am and finishes at 1:00pm

• Who are CW and how do we work
• Why you should make a Will
• Intestacy
• What constitutes the client estate
• Roles within the Will
• What are the rules on validity of a Will
• Mental Capacity
• Legacies
• Residue
• Powers in the Will
• Codicils and alterations to a Will
• Ownership of assets
• The problems of basic Wills
• Questions
• Practical Assignment

Session 2 – Wednesday 15th November 2023

Commences at 9:30am and finishes at 1:00pm

• Threats to wealth
• Trust basics in a language the client understands
• How threats can be mitigated by a Trust
• Information required to draft a Trust
• Types of Trust
• – Trusts for children
• – Discretionary Trusts
• – Life interest or IIP (Interest in Possession Trust)
• Compare Life interest with IIP trust
• Trustees, what do they do and who should the client appoint
• Bloodline planning
• Use of loans
• Care Act 2014
• The Probate Preservation Plus Trust (PPPT)
• NRB and RNRB (the tax free allowance)
• The modified Discretionary Trust
• Some client solutions
• Questions
• Practical Assignment

Session 3: Thursday 16th November 2023

Commences at 9:30am and finishes at 1:00pm

• Multiple ‘Sibling’ Trusts
• Spousal / Civil Partners IHT exemption
• Married couple solution
• Tax deferral
• Short introduction of how to deal with Business and Agricultural assets in the Will
• Is the Business or Agricultural status important or is flexibility more important
• Life assurance policies and Estate Planning
• Lasting Powers of Attorneys and their importance to your clients
• Document Storage
• Recap on the session
• Practical Assignment

Session 4: Friday 17th November 2023

Commences at 9:30am and finishes at 1:00pm

• Risk

– What are the risks?

– How do we identify these?

– Who are we protecting?

• Software

– The process for submitting your first case

– The finance sheet

– How the risks are managed

– Electronic Points of sale documents

Session 5: Tuesday 21st November 2023

Commences at 9:30am and finishes at 1:00pm

• Contracts
• Introduction to BEST Foundation
• Tracking orders submitted to CTTC
• Software
• Q&A

Get in contact with us today for further information:

T: 01926 514 390 ext 9170

E: newentrants@ctt-group.co.uk

W: www.ctt-group.co.uk

Book here.

You’re invited to a series of exclusive, insight-packed Q&A sessions providing the opportunity to meet a member of the Chambers and Partners’ senior UK research team and ask your most pressing questions about any aspects of the Chambers and Partner’s research process, methodology, rankings and editorial calendar.

These relaxed events will be hosted by LexRex Communications managing director and resident legal directories specialist, Victoria Moffatt, and will see her asking a range of her own and the audience’s questions about the Chambers and Partners UK Solicitors’ Guide’s research methodology and process.

Attendees will have opportunity to submit their own questions both in advance and during the event.

Who Should Attend
Founders, partners and senior decision makers of law firms who are looking to improve their legal directories rankings and those looking to get ranked for the first time. Law firms who want to gain more traction with their submissions, better engage with the research process, and better response rates from referees – and more.

Tickets are limited and will be allocated one person per law firm.

Ask Chambers: Manchester Tuesday 14th November 2023
BOOK HERE

Ask Chambers: Leeds Thursday 16th November 2023
BOOK HERE

Please note that we are limiting spaces to one ticket per firm so do send somebody senior enough that they can take full advantage of the insights provided. And if plans change – do let us know so that we can release any spare tickets to others in advance.

Event Details:

Fraser and Fraser are delighted to welcome back Sarah Bolt to our webinar, Sarah is a Managing Associate in the Private Client Dispute Resolution at Freeths LLP. She has been at Freeths LLP since May 2022, having previously worked for Hugh James and offshore in the British Virgin Islands. Sarah has over a decade of experience in dealing with high value, complex, and cross-border trusts, probate, estate, charity, and court of protection disputes.

In this webinar, Sarah will focus on Costs in disputed probate claims with a brief overview of:

Legal costs in making or defending a claim against an estate can escalate quickly. The exact cost will depend on the circumstances and facts involved in each case.

Clients often find it difficult to find the money to cover their legal costs, but still do not want to pursue matters. 

Focusing on reviewing the funding options available to clients in progressing with a probate claim, and who will pay the costs, including whether you can recover these from my:

• Opponent(s);
• Executor/trustee;
• Estate/trust; and/or​​​​​​​
• Third parties?​​​​​​​

Details

Date: Wednesday November 15 2023

Time: 10:30am

Location: Online

Register here: https://event.webinarjam.com/register/233/6k3qkhoz

A little bit about Fraser and Fraser

At Fraser and Fraser, you will find a team of efficient, dedicated and experienced genealogists and probate researchers, who offer the best service for you and your clients. We’ve been supporting the legal professions by tracing missing heirs and beneficiaries to unclaimed estates worldwide, for almost a century.

Services we offer:

– Location of Missing Beneficiaries

– Missing Beneficiary Insurance

– FREE Family Tree Check

– Risk Free Administrator Search Service

– Overseas Bankruptcy Searches

– Medallion Signature Guarantee

– Flexible Fee Options (including time spend and fixed fee)

Get in contact with us today for further information:

Tel: +44 (0) 20 7832 1400

Email: info@fraserandfraser.co.uk

Website: https://www.fraserandfraser.co.uk/

The agenda for this webinar is as follows:

Part 1: Spotlight on CTT Groups NRB and RNRB Discretionary Trusts

Why we believe they are better than ALL of the alternatives

The next series of spotlight webinars will focus on the:

• Workings
• Taxation
• Benefits
• And Application

Of CTT Group Trusts and estate planning products.

• How it works
• Which clients should use it
• Compare and contrast to a standard discretionary trust
• Compare and contrast to a FLIT
• Quiz!

The dates for these webinars are the 17^th and 20^th of November 2023, and they both run from 9:00am – 10:00am.

The zoom registration links for these webinars are as follows:

https://countrywidegroup-co-uk.zoom.us/webinar/register/1016977984921/WN_BIKt4quzT0mubEjclKG67A  – for the 17^th November

https://countrywidegroup-co-uk.zoom.us/webinar/register/5616977991113/WN_eboE20RnT5ajZVd501tvIg  – for the 20^th November

Probate – The Estate Planner’s Guide to Estate Administration.

 The agenda for this event is as follows:

Topics include:

• Probate – a brief update
• What can go wrong: – Missing reliefs, – Missing allowances ,- RNRB, – Transferable nil rate bands
• What is the value of 50% of a property for probate purposes?
• Claiming the 15% deduction – did you know it even existed?
• Did you know that gifts to/for the benefit of dependent relatives can be IHT free immediately?
• Did you know that if you settle a mortgage from a life policy held in trust, the debt is no longer allowable for IHT purposes?
• And more!

The date for this course is the 24^th November and will be running from 9:30am – 1pm.

Below is the registration link for tickets on eventbrite:

Probate – The Estate Planner’s Guide to Estate Administration Tickets, Fri, Nov 24, 2023 at 9:30 AM | Eventbrite

Agenda for session 1:

Dealing with clients who have large property portfolios or limited companies that own the same can feel like a bit of a minefield and in these two sessions, we will be arming you with what you need to feel more confident to tackle some of the key issues clients with such assets face.

In the first of the two sessions, we will be looking at the planning opportunities for clients with personal (non-corporate ownership) properties and these will range from the basics of ensuring that such a client has the right Will in place and how this should be structured, to take advantage of opportunities whereby significant perceived tax liabilities can be immediately taken away.

Despite the introduction of the Residence Nil Rate Band in 2017 ‘increasing’ the tax-free allowance available to some individuals on death, Inheritance Tax receipts are up and clients with property portfolios in the main can have a difficult job of managing their Inheritance Tax, mostly due to the Capital Gains Tax issue of disposing of assets.

Capital Gains Tax free allowances have been reduced and will continue to be so meaning that it is extremely difficult to dispose of assets without triggering a charge to CGT and there is also the perception that to give something away means you cannot continue to enjoy a benefit of the gifted asset.

It is possible with the use of trusts to make a significant dent into a clients Inheritance Tax liability, without creating an immediate charge to Capital Gains Tax and without necessarily losing them their right to benefit in the future, meaning a client can have their cake and eat it, all of which we will cover in this first session.

Book here: https://www.eventbrite.co.uk/e/advanced-planning-session-1-personal-property-planning-options-tickets-744206229867?aff=oddtdtcreator

Agenda for session 2:

In the second of our sessions, we will primarily focus our attention on corporate ownership.

Ever since the introduction of the phasing out of mortgage interest relief in 2017 The thoughts in the minds of almost every rental property portfolio owner, however big or small is incorporation of their portfolio, a lot of which is triggered by the reduction of mortgage interest relief.

However, there are many considerations here before any client should ‘make the jump’ and in many instances, probably more often than not, corporate ownership isn’t the right way forwards and we will cover these with scenario’s where incorporation makes good sense, vs where it does not.

Again, the basics of how the Will should be structured is a must and we can then move into how a limited company looks, options with share restructuring and how a family investment company differs from limited company which owns a property portfolio, if at all!

The principle of the issues that face owners of personal property from those with limited companies are in essence the same, Inheritance Tax on the value of the company, Capital Gains Tax on a gift of shares but there are subtle differences in terms of how you manage limited company planning than that of personally owned properties and we will cover these.

Finally, we will cover some case studies from both sessions and provide a shoutout to life assurance, which is a must have conversation with any client who is looking to mitigate or reduce their IHT liability.

Book here: https://www.eventbrite.co.uk/e/advanced-planning-session-2-corporate-ownership-planning-options-tickets-744307783617?aff=oddtdtcreator

Cost: FREE

Throughout 2023, PADSN are hosting a series of Deputyship Surgeries aimed at both public and private sector deputyship professionals, discussing some hot topics in the field and giving you the chance to get your burning questions off your chest!

Join us for the final session of our series where we will be exploring the role of a Panel Deputy and your options in this position. We with further delve into the question: can a local authority refer directly to a firm on the OPGs panel? Our guest speaker, topic expert and deputyship maestro, Clare King, Legal Director at Clarion Law, will be on hand to answer your questions and provide practical advice to help you make informed decisions as a Deputy.

Hosted by former Deputy, Dave Lockwood, the discussion will cover the latest developments and practical solutions to this complex issue. Dave will also be moderating the Q&A session, so whether you are new to the role or an experienced deputy working within the field or Court of Protection, this webinar is necessary to equip you with expertise necessary to your line of work.

This event will be on-demand, so if you are not available to join us live on the day, sign-up to receive updates and watch the full event at a more convenient time.