The Liver Building

Wills Tax and Trusts update


Speaker: John Bunker

Date: Friday 12th October, 2018

Time: 09:30 - 12:45

Areas of Law: Wills, Trust, Tax & Probate

Competencies: A & B

Liverpool Law Society,
2nd Floor Helix,
Edmund Street,
L3 9NY

Course Code: S4115



  • Will Drafting: In June, the Law Society amended the practice note on drafting wills where family or colleagues are benefitting. What has changed and what does this mean for wills practice?…
  • Wills and IHT: the latest thinking on will drafting for RNRB, for asset protection and security, when trusts are useful;
  •   IHT planning: the HMRC Guidance on DOTAS and IHT: learning from the examples issued on 29 March -since the course on 7 March- and what you need to watch in advising on lifetime gifts;
  •  Legal issues re lifetime gifts: It’s not just tax to think about, so what are the issues re invalidity, capacity and when gifts should not be made?
  • Trusts: some tips and traps re will and lifetime trusts: a refresher on the basics and some key planning issues.
  • Businesses and farms: a refresher on the principles and some planning points in helping clients secure APR & BPR.

Learning Outcome:
To give an increased knowledge of the subject matter, will drafting, tax and trust law and practice, and the potential solutions to potential client concerns; and the opportunities for tax mitigation through wills and lifetime tax planning open to clients, including those arising from the changes to law and practice.  The services to clients including: will drafting and IHT planning advice, trust creation, administration and variation, with potential opportunities for giving pro-active advice, to bring changes and the need for review of arrangements to the attention of clients.


Member £105
Non-member £150
Corporate Member Training Offer 1 Credit
Training Season Ticket Free
Note: 20% VAT added at checkout