Probate Practitioners Conference 2020

This one day conference provides essential CPD and updates for accountants who offer probate services to their clients.

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Full conference agenda

Chris Thorpe

In this session, Chris will look at some IHT issues surrounding succession including lifetime and will planning.

Chris Greenhalgh

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:

  • The monitoring process
  • Feedback from QAD’s 2019/20 probate visits
  • ICAEW resources for probate practitioners

Andy Holton

This session will look at recent developments and typical problems that we find on compliance reviews from a non-tax perspective.

  • The practitioner PA1
  • Pricing transparency
  • Complaints procedures
  • Other topical issues

Ruth Hughes

During this session Ruth will cover:

  • foreign wills and probate 
  • domicile 
  • moveable and immoveable property 
  • EU Succession regulation 
  • double taxation 

Lesley King

The IHT Toolkit (available on the 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:

  • Principles of valuation
  • Use of estimates
  • Co-ownership discounts
  • Relationship between IHT and CGT valuations
  • Changes in value after death
  • How to value possible compensation rights

Kerry Morgan-Gould

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:

  • The obligation on Executors to provide an Inventory and Account in light of Taj v Ali
  • The role of an Executor in the event a dispute arises;
  • When and how to seek the assistance of the Court if required – Part 64 applications

Lesley King

Trusts can be extremely useful but there are cost implications. This session will consider:

  • What sort of trust have you got?
  • Should you keep it or get rid of it?
    • Pros and Cons
    • How do you get rid of a trust?
  • If you keep it, what steps need to be taken?
  •  Ongoing obligations of trustees

Conference speakers

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.

One Day Conference