Click here to download agenda as a pdf

 

TRAINING DAY MONDAY JUNE 24th 2019

CHESFORD GRANGE, KENILWORTH, CV8 2LD

AGENDA

8.50   Welcome – Introduction and feedback from last meeting                    Paul Beck

9.00   Buy to Let Trusts – an IHT planning opportunity    Philip Laidlow of Gateley plc

10.15 IHT planning – ‘Get the structure right’                     James Bland of Granite Tax

11.15   Coffee

11.30 Estate planning and Indian domicile                       Sean Williams of Gateley plc

12.45 Probate Guided Case Management              Kevin Parsons of Northwood Banks

1.30   Working lunch and onwards – Members issues                                All members

   i) Probate fees and a business opportunity – PL  

  ii) Mutual Wills – PB

 iii) Lifetime Trusts and the RNRB – PW      

 iv) Family Trust Corporation – PL

 v) Multiple NRB availability – DR   

 vi) Digital assets – CW                      

 vii) Trusts and the rules on self-dealing -PW      

 viii ) GROBs – in extremis  PB

 ix) Linked In – PB

 x) LH and F/H when severing tenancy – LH

  

15.00   Tea

15.15   Members  issues continued

 

xi)File notes on HPPs and/ or  long-term care planning LH

 xii) Long-term care SIPP assessment LH

 xiii)JT severance – increasing probate fees – LH

 xiv)Unequal estates -IHT liability – use of FLITS and taxation LH

 xv) CY Pres and the accruer clause LH xvi) Legal Easel/Proconference – evaluation LH

 xvii) Unmarried couples and IHT. LH & SO’L

 

16.15   Meeting concludes