Probate: The Estate Planners Guide to Estate Administration

20mar9:30 am1:00 pmProbate: The Estate Planners Guide to Estate AdministrationProbate: The Estate Planners Guide to Estate Administration

Event Details

This course has been developed to help you with everything you need to know about probate. It includes the things that can go wrong during the process and how you can help your clients benefit from IHT exemptions and reliefs you may not be aware of.

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!

Booking Link :



March 20, 2023 9:30 am - 1:00 pm(GMT+01:00)

Want to have your say? Leave a comment

Your email address will not be published. Required fields are marked *