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Course A Practical Guide to Variations and Disclaimers

Overview


Post death variations are a very important tool for re-arranging the estate of deceased persons whether for tax reasons or to achieve a more equitable distribution and potentially avoid litigation. Case studies and delegate participation ensure that after attending this course, practitioners are aware of the requirements for after death variations to be effective, when each type should be used and the tax consequences of the different types of variation.

The course will cover:

  • Deeds of Variation vs Disclaimers
  • Inheritance (Provision for Family and Dependants) Act 1975
  • Precatory Trusts
  • Requirements and scope of the arrangements
  • Tax consequences and tax planning
  • Transferable nil rate band
  • Tips and Traps

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Details


Hot
Type
Course
Level
Intermediate
CPD
3 hours
SRA

Fees


£105.00
Package Price
Click here for details

£240.00
Non Member

(Excluding VAT)

Speakers


Rebecca (Becky) SharpDetails

Brochure


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Book

Tue 26 Sep 2017 Book
14:00 | Birmingham
Rebecca (Becky) Sharp

Wed 11 Oct 2017 Book
14:00 | Newcastle-Upon-Tyne
Rebecca (Becky) Sharp

Thu 19 Oct 2017 Book
14:00 | London
Rebecca (Becky) Sharp

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