The Duties of Personal Representatives - What’s New for Private Client Professionals?

Introduction

This new virtual classroom seminar will examine recent topics for professional advisors to be aware of when taking instructions from the client, when making a will and when advising personal representatives in a probate/administration process.

What You Will Learn

This live and interactive session will cover the following:

• Dealing with charitable gifts in light of the Supreme Court case of Routier v RCC:
• The steps practitioners need to now take to ensure that charitable legacies qualify for IHT relief
• The extent of IHT charitable exemption in the wake of Routier v RCC
• What does it mean for existing legacies?
• What is new in undue influence in light of Wales v Dixon and Coles v Reynolds?
• Nil rate band clauses and interpretation by personal representatives - an analysis of Beasant v Royal Commonwealth Society for the Blind
• Electronic wills - Exploration of the unusual case of Cooper v Chapman where an electronic copy of a will was found to be valid despite the original not being available

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.