Probate – The Estate Planner’s Guide to Estate Administration

13nov9:30 am1:00 pmProbate – The Estate Planner’s Guide to Estate Administration

Event Details

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



Book here.



November 13, 2023 9:30 am - 1:00 pm(GMT+01:00)

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