Join us in London (23 April), Birmingham (30 April) and Manchester (13 May) for a double bill of seminars. 

We’ve taken the decision to cancel all face-to-face events until the end of July 2020. We’re replacing our spring double regional seminars with online events.

Inheritance case law update

The first wil be a webinar on Wednesday 10 June at 2pm. Join our speakers, Naomi Neville and John Bunker, both from Irwin Mitchell LLP, for a practical update on recent changes affecting inheritance tax case law.

How to set up a trust - masterclass

We’re currently reviewing other ways to deliver this Section offering to you such as online alternatives, including podcasts, webinars and live events. We’ll keep you updated.

Our first seminar will provide a traditional inheritance tax case law update and the second seminar will provide a masterclass on how to setup a trust.

This event is inclusive to Private Client Section members.

Seminar one: Inheritance case law update

This one-hour seminar will provide a practical focus on recent changes affecting inheritance tax.

It will likely cover:

  • a post-budget update including any changes to IHT relief and allowances
  • a case law update considering:
    • accidental interests in possession and trusts of property
    • HMRC v Staveley and recent judgments
    • Barclays Wealth case and excluded property settlements
    • Routier case outcome and the definition of ‘charity’
  • changes to client guidance considering the outcomes of the Office of Tax Simplification (OTS) and All-Party Parliamentary Group (APPG) reports on intergenerational tax fairness
  • making best use of the residence nil rate band for married and unmarried couples
  • civil partnership and marriage – tax pros and cons.

Seminar two: How to setup a trust masterclass

This one-hour seminar will provide a practical step-by-step guide to setting up a trust. It’s likely to cover:

  • the step-by-step process of setting up a trust
  • top tips and common mistakes to avoid
  • the current regulatory compliance issues (including SRA professional compliance, the 5th AMLD, FATCA and DAC6)
  • an overview of ongoing trust administration and maintenance of accounts

The seminar is also supported by our webinar: ’The law behind trusts’.

SRA continuing competency codes

A2, B1, D3