Member talk: estate planning and administration
Identify the key considerations and processes to meet the needs of clients when it comes to administering and distributing their assets after death.
This series of bitesize videos, exclusive to Private Client Solicitors Section members, is delivered by experts to support you in giving the best possible legal advice to vulnerable and elderly clients.
Listen to the short clips below to preview these member talks.
To view the full recordings of all four videos in this series, log in or become a Section member today.
Information gathering
Getting the grant of probate and reporting to HMRC
Distribution of the estate
Part 1: tax considerations
Distribution of the estate
Part 2: practical considerations
Our speakers share with us what they think are most important initial steps when it comes to information gathering for estate administration.
They consider what information is needed where there is and isn’t a will.
Hear top tips on identifying if an estate may be open to any disputes and claims, and best practices in terms of communicating with family members and beneficiaries to keep them informed throughout the process
These videos were recorded on:
- 16 September 2024: distribution of the estate – practical considerations
- 25 September 2024: information gathering
- 1 October 2024: getting the grant of probate and reporting to HMRC, distribution of estate – tax considerations
This is premium content
In order to access this content you must be a member of the Private Client Solicitors Section and logged in.
If you have not registered before, register now to gain access to this content. You must use the email associated with your section membership.
Log inNot a Private Client Solicitors Section Member?
Join nowif you require assistance with joining this section, please email us at msadmin@lawsociety.org.uk or call us on 0207 320 5804