SFE South West & STEP West of England Regional Event

SFE South West & STEP West of England Regional Event

Private client issues for older clients




Older clients present varying issues but this session will look at some recurring themes including:

Assessing testamentary capacity
Is the golden rule still with us?
What is the test of capacity?
What is an insane delusion?
How to minimise the risks of challenge
- Attendance notes
- Confirming instructions
- Medical reports

Knowledge and approval and undue influence
Avoiding misunderstandings
Sensible precautions
Fraudulent calumny
Predatory marriages

IHT planning
Property eligible for BPR (not just conventional businesses)
Elderly farmers
RNRB and downsizing
Using pensions

Lifetime gifts
When they should and should not be considered
Use of lifetime exemptions
Reservation of benefit and important exceptions
IHT implications of lifetime gifts within 7 years of death

Using trusts
Use of flexible life interest trusts
Use of NRB trusts
Providing for those on means tested benefits
Beneficiaries with a disability
Who should be the trustees?

Statutory wills and gifts on behalf of those lacking capacity
When can applications be made?
How are applications made?

Speaker: Professor Lesley King


To view the flyer click here

The event is sponsored by Home Instead Tavistock and Tamar Valley



19/09/2023 14:00 - 17:15
Foot Anstey Senate Court Southernhay Gardens, Exeter EX1 1NT UNITED KINGDOM
Online registration not available.

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