Will Drafting for Beginners

Introduction

Will drafting is becoming more complex due to the nature of tax planning and care fees planning.

This brand new live broadcast session is designed to provide an introduction to will drafting, as well as discussing the more common forms of ‘complex’ clauses such as life interest trusts, discretionary trusts, and business clauses.

The session will also consider the new Residence Nil Rate Band and its impact on will drafting, along with practical problems and current case law on wills, including Inheritance Act claims.

What You Will Learn

This live interactive broadcast session will cover the following:

• The principles of will drafting
• The layout of wills: common clauses, gifts, and gifts of residue
• Care fees planning and life interest clauses
• Discretionary trusts
• The Residence Nil Rate Band and its impact on drafting
• Recent case law

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.