Probate Practitioners Conference 2022

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

Programme correct at the time of publication. Mercia Group reserve the right to change the programme and speakers as a result of circumstances beyond our control.

Who should attend the conference

Mercia's Probate Practitioners Conference is a must-attend event for any accountancy firms with Probate services.

Through this one-day virtual conference, you will get practical advice about all the latest changes and challenges currently facing the probate sector. 

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Full conference agenda


Pat Nown, Mercia Group

Reliefs and exemptions can significantly reduce the IHT bill, but failing to apply for all of an estate’s eligible reliefs/exemptions is a top common mistake.  

Understandably, the focus is often on the major business and agricultural property reliefs but in this session Pat will focus on the lesser known or understood reliefs/exemptions, some of which have become more topical due to Covid.

 The session will include:

  • The post mortem reliefs
  • Fall in value relief
  • Quick Succession Relief  
  • Non-UK domicile spouse election

Chris Greenhalgh, ICAEW

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 2021/22 probate visits
  • ICAEW resources for probate practitioners

David Norris, Mercia Group

This session will look at recent developments and the non-tax problems we find on compliance reviews including:

  • The practitioner PA1 and using MyHMCTS
  • Pricing and service transparency
  • Publishing diversity information
  • Dealing with difficult clients and assignment creep
  • Common findings on Mercia reviews
  • Other compliance issues

Pat Nown, Mercia Group

In response to the Office of Tax Simplification’s IHT Review – first report, IHT reporting regulations are changed for deaths on/after 1 January 2022.

The aim of the change is that over 90 percent of non-taxpaying estates each year will no longer have to complete IHT forms for deaths when probate or confirmation is required.

This session will cover the new 2022 excepted estates

  • definitions
  • conditions                                                                   
  • reporting rules 

Astrid Bowser, The National Will register at Advanced

This session will cover:

  • the risks associated with identifying the correct Will and beneficiaries for estate administration amid the increase in contentious probate cases
  • the risks of not searching for a Will when distributing an estate
  • how to show best practice in identifying the correct and valid Will

Jenny Nelder, Bruce Sutherland & Co

What are the issues to consider? 

This presentation will include:

  • Some of the basic approaches to valuation
  • Business property relief and excepted assets
  • Current or future transactions in the shares and the consequences for CGT
  • Any other matters which may be relevant

Paul Edmunds

Effectively dealing with emotional or difficult clients is a skill you will benefit from when advising on probate and estate administration cases. Clients may be going through a variety of emotions including the various stages of grief or family disputes due to disagreements over the will.

This session will cover:

  • How to deal effectively with emotional clients by controlling your own emotions and response
  • Understanding and acknowledging emotional challenges and triggers
  • Building rapport and empathy
  • Listening and questioning skills to use when taking part in difficult conversations 

Conference speakers


Pat Nown

Pat is a tax consultant lecturer at Mercia Group.

Pat originally trained and worked in the profession for Ernst & Young, Grant Thornton and KPMG before moving to the University of Derby as their senior tax lecturer. Her time at Derby included undergraduate and professional tax training as well as being involved in examinations and publishing projects for ACCA and other professional bodies.

This led to a ten year period with the Financial Training Company now Kaplan where she was Tax Product Director for the Midlands as well as becoming well known as a prominent exam based tax lecturer. Over her career Pat has been actively involved in the tax professional bodies including serving as a Council member for 12 years for the Association of Taxation Technicians.


Chris Greenhalgh

Chris is a manager in the Quality Assurance Department at ICAEW. His team carries out probate monitoring reviews to all accredited firms.


David Norris

David is the Head of Audit & Accounts and Compliance.

He joined SWAT UK in 2000 as an audit lecturer and reviewer, having qualified as a Chartered Accountant with South West firm Thomas Westcott. In 2014, David was appointed to the board of SWAT UK as Training Director and then moved to the board of Mercia when the companies merged in 2016. He moved to his current role in 2021.

David is responsible for the technical quality of Mercia’s Audit & Accounts and Compliance Reviews, Technical Queries and Manuals, with a remit to ensure they are also practical and relevant to firms of all sizes. David also retains a lot of client contact and performs a large number of lectures and review visits, throughout the country and online.

 


Astrid Bowser

Since 2010, Astrid has been an integral part of shaping The National Will Register. The National Will Register enables law firms to ensure their client’s Wills can be quickly and confidentially traced with Will Registration back to the law firm and an estate is correctly distributed in line with a Testator’s latest valid Will with a Certainty Will Search. Working closely with law firms to register their Will banks and newly written Wills, the team at The National Will Register have ensured 9.4 million Wills are now within The National Will Register.


Jenny Nelder

Jenny Nelder is a partner at Bruce Sutherland & Co, a firm which specialises in the valuation of unquoted shares and businesses. She has lectured on the subject of share and business valuation and has also written articles on the subject from time to time.


Paul Edmunds

Paul Edmunds is a leadership behaviours facilitator, coach and trainer with extensive experience of working with individuals and teams. He helps people reach their potential and enables individuals to make connections between what is meaningful for them personally and what delivers results for organisations.

Paul’s background is a 20 year career in operational management, he was senior learning and development manager with BAA Plc. 

For 18 years, Paul has been a leadership and personal development training consultant in a range of industries globally working with people who are in there early career, emerging managers and experiences leaders with a focus on developing the mindset, skills and tools which enable individuals to succeed as managers and leaders.

Paul is licensed to use MBTI, FiroB, SDI.

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