Post-Death Variations - Avoiding the Pitfalls & Risks

Introduction

Post-death variations are high-risk and require up to date technical knowledge.

This new virtual classroom seminar will highlight the risks and pitfalls. You will learn how to advise and draft to minimise these so that you can offer bespoke and precise advice.

It is suitable for private client practitioners who advise on administration of estates and inheritance tax who wish to ensure their knowledge is up to date.

What You Will Learn

This live and interactive session will cover the following:

• The basic rules
• Situations in which a variation is advantageous
• Situations in which a variation is problematic
• Creating trusts by deed of variation
• Traps to watch out for
• Tax consequences of different types of variation
• Gaining the NRB or RNRB
• Compliance with testator's request
• Consideration - what does this mean?
• Implications of Donkey Sanctuary & ors v Bacchus & ors
• Inheritance Act claims
• Reducing risk

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.