Private Client Conference in conjunction with STEP Liverpool

Event Details

Course Code: S2692
Speaker: Chair: John Duffy
Specialisations: Wills, Trusts, Tax & Probate, Conferences,
Venue: The Crowne Plaza, St Nicholas Place, Princes Dock, Liverpool, L3 1QW
CPD hours: 5.5 hours
Date: Wednesday, 23 May, 2012
Time: 09:30 - 16:15

Members Price: £199
Non Members Price: £249

Note: 20% Vat added at checkout

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Event Description

****Multi Delegate Discount Offer**** First booking charged at full price, any further bookings from the same firm will be charged at a discounted rate: Members = £149.00 Non Members = £199.00

9 – 9.25 Registration

9.30 – 9.35 Chair opens ~ John Duffy

9.35 – 10.35 Divorce: can the damage be limited? ~ Martyn Frost

Exposure of assets on divorce

Exposure of trusts on divorce

Prenups

Assets existing before the marriage

10.35 – 11.20 Capital Tax Planning Update~ Christopher Whitehouse

· Budget and FB 2012

· A general anti-avoidance rule

· Will drafting and the reduced IHT rate

· Mistaken transferred nil rate band claims and penalties

· Recent case law

11.20 -11.35 Refreshments

11.35 -12.20 Aspects of Lifetime Tax Planning ~ Christopher Whitehouse

· Normal expenditure out of income

· Insurance based arrangements

· Main residence and second homes (including CGT)

· Maximising BPR and APR

12.20 – 1.00 How Trustees should approach the selection process for an investment managers ~ Jon Seal, Investec

Questions the Trust needs to ask itself

- About returns required

- Income required

- Level of acceptable volatility

- Ethical constraints

How to prepare a Written Investment Policy

Questions the Trust needs to ask a potential Manager

- Company Resources

- Stability of Staff

- Investment philosophy

- Level of service

- Reporting Standards

1.00 – 2.00 Lunch

2.00 – 2.45 Private client practice and financial advice: an integrated future

~ Martin Coulter

· How private client practices and financial advice has become more integrated

· How the 6 October 2011 changes will increase that integration

· What models of legal and financial advice are emerging

· How can your firm offer added value in answering the competition from these new threats

2.45 – 3.30 How a contentious probate lawyer seeks to challenge the work of a private client lawyer and what lessons can be learnt? ~ Stephen Lawson

· Challenges to the validity of wills or claims under the Inheritance Act of 1975 become ever more common. How can a Private Client advisor take steps to prevent claims arising – and protect an estate when they do?

· When and how should a response be given to a Larke v Nugus request

· Learn the lessons learnt from hard fought litigation

3.30 – 3.45 Refreshments

3.45 – 4.30 Probate Update ~ Stephen Lawson

· Review and comments upon the most recent contentious probate decisions affecting practitioners

4.30 – 4.35 Summary & Close

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