Our Private Client Section regional double seminars are normally a great opportunity both learn and to get together over wine and snacks. COVID-19 has postponed our face to face events, but our learning and networking will continue using our new online interactive webinar platform.

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 when to cover this topic. We’ll keep you updated.

Seminar one: Inheritance case law update

This one-hour seminar will provide a practical focus on recent changes affecting inheritance tax. This event is inclusive to Private Client Section members and will be available OnDemand afterwards. 

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.

SRA continuing competency codes

A2, B1, D3