This one day conference provides essential CPD and updates for accountants who offer probate services to their clients.
In this session, Chris will look at some IHT issues surrounding succession including lifetime and will planning.
In this session, Chris will explain the monitoring process and provide feedback from the visits QAD has carried out in relation to probate. In particular, the session will cover:
This session will look at recent developments and typical problems that we find on compliance reviews from a non-tax perspective.
During this session Ruth will cover:
The IHT Toolkit (available on the gov.uk website) describes valuations as ‘the biggest single area of risk, accounting for a large part of our compliance checks’. This session will look at best practice, how PRs can avoid problems and what to do if facing a penalty. It will include:
Kerry will explore the role of the Executor and will share some cautionary tales about what happens if all does not go to plan. In particular, Kerry will cover:
Trusts can be extremely useful but there are cost implications. This session will consider:
Chris is tax partner at Moore Scarrott accountants in Taunton, prior to which he was a lecturer at Mercia. He is a Fellow of the Chartered Institute of Taxation and member of the Society of Trust & Estate Practitioners.
Chris is a manager in the Quality Assurance Department at ICAEW. His team carries out probate monitoring reviews to all accredited firms.
Ruth Hughes is on the Treasury B Panel and is involved in some of the largest, most complicated and interesting tax-avoidance cases presently being litigated including the Ingenious film scheme litigation and ground-breaking Business Premises Renovation Allowance cases. She is able to bring both technical skill, strong managerial skills and extensive litigation experience to her cases. In relation to her Chancery practice her written and oral advocacy has been described by the Court of Appeal as exemplary.
Professor Lesley King is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists. She is Professional Development Consultant at the University of Law.
She is co-author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.
She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia. She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.
Kerry is a Partner at Ashfords LLP in the Disputed Wills, Trusts and Estate Team. She advises private individuals, charities and trustees in relation to all matters arising out of contentious Wills, Trusts and Estates as well as advising on contentious Court of Protection matters. Kerry regularly delivers training on the latest developments in the sector and is an accomplished conference speaker. Kerry is also recognised by Legal 500 and is a full member of ACTAPS.