Wills and Estate Planning: A Recorded Webinar with 9 Speakers

This recorded 3.5 hour webinar  consists of 9 short sessions, each delivered by an expert in their field. We  cover a wide range of topics, from how to deal with digital assets through to the pros and cons of remote wills, getting estate planning right and the nuances of how not to get wills wrong  

Who Will the Webinar Appeal To?

This webinar is designed to appeal to private client lawyers, accountants and tax advisers together with other professionals such as financial advisers who are advising clients on these complex issues and need to keep up to date with the latest developments in this problematical and vexed area of work

The price is £145 per organisation, which means that any of your colleagues can watch the webinar whenever they want at no extra cost

Topics Covered

-Inheritance Tax Update for 2021

-Effective estate planning – Avoiding the Problems and Pitfalls

-Digital Assets: Key Issues, An Update

-Lasting Powers of Attorney: A COVID Update

-Registration of Trusts and Joint Ownerships of Property

-Negligence and Will Drafting

-Remote Wills: The Positives and Negatives

-Cross Border Estates: Two Wills or One?

-Marketing Wills and Estate Planning Services

Speakers

Chair: Megan Saksida, Meganomics

Megan is a Chartered Accountant, Tax Accountant and Trust and Estate practitioner. Megan is a International and Personal Tax lecturer, a Tax writer and editor, a marker and a Tax Examiner, with a special interest in capital taxes and expatriate tax issues. She is the author of the recently published "Inheritance Tax: Lifetime Transfers and the Death Estate"

John Bunker, Irwin Mitchell

John is a consultant solicitor and chartered tax adviser, Tax Trusts and Estates, for Irwin Mitchell LLP, who is also a freelance lecturer. He established his technical and training role following more than 25 years' specialist experience specialising in wills, trusts, estate and tax planning. He is chair of the CIOT Private Client (UK) Committee and co-editor of the new Law Society IHT Planning Handbook due out in December 2020 (of which he has written one third).

Richard Dew, 10 Old Square

Richard’s practice is focussed on Wills, Estates and Trusts and related professional negligence. His practice is predominantly litigation, and he is frequently involved in large and complex claims. He also advises and represents in Court of Protection matters and provides expert advice in respect of tax and tax planning (principally capital taxation). He is the Chair of the STEP Contentious Trusts and Estates SIG and an elected member of the Chancery Bar Association Committee. He is a member of STEP and ACTAPS. He was ACTAPS Contentious Barrister of the Year for 2016. Richard is an editor of Rossdale’s Administration of Estates and Parker’s Modern Will Precedents and regularly writes and lectures on chancery and private client matters. Richard has been shortlisted by Chambers UK for the (Chancery) ‘Junior of the Year’ award.

Helen Galley, XXIV Chambers

Helen has a particular interest and wide experience in trust issues. She was a major contributor to the 2001/2002 reissues of volumes 40(1) and 40(2) of the Encyclopaedia of Forms and Precedent – Trusts and Settlements which were substantially rewritten to take account of the Trustee Act 2000 and other recent legislation. Helen advises in relation to and drafts trust deeds, deeds of appointment, deeds of advancement etc. She is a member of The Society of Trust & Estates Practitioners, The Association of Contentious Trusts and Probate Specialists and The Chancery Bar Association.

Charles Holbeck, Radcliffe Chambers

Charles specialises in private client work, both contentious and non-contentious, and increasingly involving technical advice on tax, trusts and estates. Whether advising in conference, on paper, or in court, Charles applies a detailed, but clear, analysis to complex issues. Charles is recognised by Chambers UK Bar, Chambers HNW and The Legal 500 UK Bar as a leading junior for Chancery and private client work. He is regularly instructed in reported cases and writes extensively on estate planning, Inheritance Tax and trusts. He has also edited Halsbury’s Laws of England on Inheritance Tax.

Charlotte John, Hardwicke

Charlotte has particular expertise in matters concerning the administration of estates and trusts, contentious probate, real property as well as Court of Protection property and affairs matters. Charlotte is an accredited Trust & Estates Practitioner with the Society of Trusts and Estates Practitioners (“STEP”). She was recently co-opted to serve on the STEP working group which liaised with the Ministry of Justice during lockdown in the lead up to the introduction of the Remote witnessing of Wills

Angharad Lynn VWV

Angharad is a Senior Associate in VWV's Private Client team in London. She is a full member of STEP (the Society of Estate and Trusts Practitioners) and is experienced at drafting Wills, administering Estates and also advises on trusts, inheritance tax planning and Lasting Powers of Attorney. Angharad has a particular interest in cross-border estates. Before training as a solicitor, Angharad was a national newspaper journalist specialising in personal finance, and she is frequently quoted in the press.

Leigh Sagar, New Square Chambers

Leigh's  practice includes: trusts and estates; the administration of digital information created and used by deceased persons and persons who lack capacity in relation to their property and affairs and the administration and taxation of bitcoin and other cryptocurrencies and tokens and related litigation He is a member of the Society of Trust and Estate Practitioners (STEP), the Association of Contentious Trust and Probate Specialists (ACTAPS) and the Society for Computers and Law (SCL). Leigh is the Chairman of the STEP Digital Assets Special Interest Group. Leigh is an editor of chapters in Williams Mortimer & Sunnucks, including probate claims and administration actions, procedures towards obtaining grants and the administration of digital information. He is contributor to the England and Wales section of the STEP Directory and Yearbook. He has recently written a book on The Digital Estate, published in 2018

Nick Samson, Samson Consulting

Nick has been helping solicitors to grow their law firms since he established his marketing consultancy for solicitors in 2003. This followed a 14 year legal career. He practiced in a High Street law firm for the first eight years of his legal career and qualified as a solicitor in 1999. He is a fast growth consultant, adviser and friend to independent law firm owners and author of the Amazon bestseller The Law Firm Growth Formula: How smart solicitors attract more of the right clients at the right price to grow their law firm quickly.

The Legal Training Consultancy

The Legal Training Consultancy is a full-service training consultancy with a large portfolio of in-house courses and trainers. You can find out more here: www.legaltrainingconsultancy.co.uk. We have been responsible for putting together a vast number of law and tax related conferences, webinars, seminars, videos and e-learning modules. Altogether more than 1900. All of our conference producers have a legal qualification