Course description
There are many areas in which it is necessary for a private client practitioner to have a good working knowledge when acting for elderly clients, particularly elderly clients with a medium to high net worth.
This virtual classroom seminar will look at these areas in detail, including case studies, case law and legislation.
Presented by Claire Macpherson, a director at Burness Paull LLP, the topics discussed will include will drafting, lifetime tax planning, powers of attorney, and pensions.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
There are many areas in which it is necessary for a private client practitioner to have a good working knowledge when acting for elderly clients, particularly elderly clients with a medium to high net worth.
This new virtual classroom seminar will look at these areas in detail, including case studies, case law and legislation.
What You Will Learn
This live and interactive session will cover the following:
- Will drafting:
- Trusts for grandchildren and other young and/or vulnerable beneficiaries:
- 18-25 trusts
- Discretionary trusts
- Trust for a disabled person
- Care home planning and trusts:
- Immediate post death interest trusts
- Appropriate drafting and powers of the trustees to terminate
- Lifetime tax planning:
- Later life and death bed planning for inheritance tax and capital gains tax
- Deeds of Variation
- Use of trusts:
- Life policies
- Discounted gift trusts
- Spouse bypass trusts for pension death benefits
- Powers of Attorney:
- Inclusion of certain powers
- Pensions:
- Pension flexibility, nominations, and trusts
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...