Shropshire regional event – Private Client Update


Shropshire Regional Event

28 June 2018 @ 1:45 pm – 5:00 pm

Speaker: Professor Lesley King

Venue: Shropshire Education & Conference Centre, Royal Shrewsbury Hospital, Mytton Oak Road, Shrewsbury SY3 8XQ

Categories: ,

Event content:

This session will provide a review of current issues in Private Client Practice. It will include explanation and consideration of the implications of:

  • Investments held in an ISA wrapper: the new statutory instrument
  • Disclosure of Tax Avoidance and IHT: the new statutory instrument
  • Implications for trustees and private client practitioners of the new Trusts Register
  • Will Drafting Traps: implications of:Hives v Machin
    Legg & Burton v Burton
    Macmillan Cancer Support v Hayes
    Sargeant v Sargeant (dangers of fully discretionary wills)
  • The IHT residence nil rate band: implications for will drafting and administration of estates and PRs (with checklist)
  • Business Property Relief: implications of the recent decisions of:Ross v RCC
    PRs of Vigne v RCC