Member talk: Estate planning/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 are 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, please 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 the following dates:
- 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
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