Webinars

We like to share our knowledge to raise the bar across the industry.

HOW IT WORKS

Estate Research have had the pleasure to host some of the UK’s top legal professionals in producing several series of Expert Webinars completely free of charge. The live events have been a fantastic success with hundreds of attendees and brilliant feedback for our speakers.

We hope that these CPD style presentations can provide private practitioners with practical advice and up to date cases – especially in the absence of conferences and seminars that have had to be postponed due to the pandemic.

Below are the recordings from the webinars which are available and free to watch for all private practitioners.Simply choose which webinar you would like to view from the list below, select ‘View Video’ and complete the form.

Any issues gaining access please contact hayley@estateresearch.co.uk.

PREVIOUS LIVE WEBINARS

Wills & Probate


Speaker: Gill Steel


Wednesday 10th June 2020

Wills & Probate

– Will preparation under lockdown

– Probate registry changes & problems

– Recent cases


Trusts & Tax


Speaker: Gill Steel


Wednesday 17th June 2020

Trusts & Tax

– Trust investments after the crash

– GDPR issues and Guidance

– Developments at HMRC IHT during COVID-19


Elderly & Vulnerable Clients


Speaker: Gill Steel


Wednesday 24th June 2020

Elderly & Vulnerable Clients

– Coronavirus Act 2020

– Guidance from CoP

– DH&SC emergency guidance

– Recent cases


Latest update on Succession Law Reforms

Speaker: John Kerrigan


Thursday 9th July 2020

Scottish Series

Latest update on Succession Law Reforms

Taking into account the views expressed by the Scottish Government in February 2019 and May 2020.


Legal Rights

Speaker: John Kerrigan


Thursday 16th July 2020

Scottish Series

Legal Rights

– Should they be reformed?

– Should they be extended to a deceased person’s heritable property?

– How are they calculated and what are the disputes which can arise in relation to such calculation?


Trustee Immunities & Indemnities

Speaker: John Kerrigan


Thursday 23rd July 2020

Scottish Series

Trustee Immunities & Indemnities

– What protections can be built in for Trustees and Executors?

– What actions can Trustees and Executors take to protect themselves?

– Where might Trustees and Executors be found liable personally for legal expenses in relation to a litigation?


The Power of Attorney

Speaker: Sandra Mcdonald


Wednesday 8th July 2020

Scottish Series

The Power of Attorney

This session will look at the more common issues which arise for attorneys when trying to use a Power of Attorney and thus, what can be done at the time of drafting to mitigate against these.


Capacity assessing – 51 shades of grey

Speaker: Sandra Mcdonald


Wednesday 15th July 2020

Scottish Series

Capacity assessing – 51 shades of grey

This session will look at the definition of capacity, explaining the concepts in practice and consider the use of a checklist to steer assessment.


To regard or disregard, that is the question

Speaker: Sandra Mcdonald


Wednesday 22nd July 2020

Scottish Series

To regard or disregard, that is the question

This session will look at the requirement to support a person’s autonomous decision making, as well as the requirement to respect their rights, will and preferences.


Tips and Traps on the Residence Nil Rate Band


Speaker: Professor Lesley King


Tuesday 14th July 2020

Tips and Traps on the Residence Nil Rate Band

– How does taper work if there is transferred RNRB?

– Is the RNRB available on a residence held on life interest trusts when the life tenant dies?

– How is the RNRB allocated when an estate is divided between lineal descendants and others?


Probate Applications: Use of a genealogist


Speaker: Dominic Hendry from Estate Research


Thursday 16th July 2020

Probate Applications: Use of a genealogist

– The new probate application forms (PA1P/PA1A) and how we can assist

– Family Tree Check

– Deceased clients with no known next of kin

– Testate services


Varying the Disposition of Estates


Speaker: Professor Lesley King


Tuesday 21st July 2020

Varying the Disposition of Estates

– The alternative provisions available (principally IHTA 1984, s142 and s144) and which one to select

– What can be achieved

– The pitfalls


IHT Problems Administering Estates


Speaker: Professor Lesley King


Tuesday 28th July 2020

IHT Problems Administering Estates

– Use of the loss on sale provisions

– Impact of lifetime gifts – what if the value of the asset given has increased or decreased?

– Relationship with CGT


Removal of a Personal Representative & What to do if you are asked to Renounce


Speaker: James Beresford from BLM Law


Thursday 30th July 2020

Removal of a Personal Representative & What to do if you are asked to Renounce

– What to advise a client if they are thinking about appointing you as a professional executor

– What you should consider if you are asked to renounce by the deceased’s family


“Show Me Your File”


Speaker: Stephen Lawson


Thursday 27th August

“Show Me Your File”

– Receiving and responding to Larke v Nugus enquiries

– The Law Society Disputed Wills Practice Note

– What is revealed when solicitors files are disclosed


Video conferencing to witness Wills, risks and digital future


Speaker: Caroline Bielanska


Thursday 3rd September

Video conferencing to witness Wills, risks and digital future

– Execution of Wills during COVID 19 pandemic, New law to allow for signing via video conference, Risks of digital signing, Steps to reduce risks, Law Commission’s papers on Wills and electronic execution of deeds, The Digital by Default agenda, Fully digital LPAs


Inheritance Act Claims for Private Client Advisors


Speaker: Stephen Lawson


Thursday 10th September

Inheritance Act Claims for Private Client Advisors

– Inheritance Act – Tips for private client advisors

– Can I exclude this relative?

– If I make this provision can it be challenged?

– Practical steps for Private Client Advisors to take

AVAILABLE WEBINARS

How Our Teams Can Assist With Estate Administration.

60 minute webinar

Intestate services we offer including our family tree check and what to do if you have no administrator. We also cover the testate services and indemnity policies available.

Guide to International Services.

15 minute webinar

Range of overseas services we offer including dealing with properties, bank accounts and shares.

Family Tree Check, Testate Services & Indemnities Available.

30 minute webinar

Risks involved in relying on family testimony when dealing with intestacies. We also talk about particular problems that can occur when dealing with wills and explain the testate services that we offer. Finally, we discuss the range of indemnity policies available.

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