About this Event
We have 3 fantastic speakers for this event
Lesley King: Private Client Update
This session will provide a review of current issues in Private Client Practice. The session will focus on good practice and avoiding pitfalls. The content will depend on developments during 2024 but is likely to include:
· A look at errors in will drafting in recent cases including Pead v Prostate Cancer UK
· Any developments in relation to the Trust Register
Objectives
After completing the session delegates will be:
• aware of recent developments in the private client area
• able to amend office practices appropriately.
John Barnett: How to give things away but keep control
In this session John will compare trusts, family investment companies, partnerships and other structures which enable donors to give assets away but keep back varying degrees of control. The session will look not only at the tax differences between various structures, but also at the practical, regulatory and asset-protection aspects of the different alternatives.
Objectives
After completing the session delegates will be:
• better able to identify client issues, and advise accordingly.
Alex Cisneros: Speaking about LPAs for Business - Practical Tips & Avoiding the Pitfalls
The presentation will cover LPAs for use for business affairs, practical tips and drafting. Alex will provide some context about when they may be used, or even when not to use them!
Objectives
After completing the session delegates will be:
• able to more confidently draft and advise on business LPAs
• be able to spot pitfalls
This is an in-person event. We will not sell the notes separately
Profiles
Lesley King
Professor Lesley King is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists and Solicitors for the Elderly. She is Professional Development Consultant at the University of Law.
She is co-author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.
She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia.
She writes and lectures extensively on wills, taxation and related matters.
John Barnett
John has worked at Burges Salmon for nearly 25 years and is a partner in the private client services team.
He provides tax advice to a wide-range of high-net worth individuals and many leading banks and other financial institutions. He has a particular focus on entrepreneurial clients, many of whom are not domiciled in the UK or have business or other interests abroad.
John chairs the CIOT’S main Technical Committee and is a member of the CIOT’s governing Council. He was a member of the General Anti-Abuse Rule (GAAR) panel that approved HMRC’s initial GAAR guidance.
He has led the CIOT's response on a large number of capital tax policy discussions with HMRC and HM Treasury since 2006 including in particular the domicile changes since 2008 and the statutory residence test.
Alex Cisneros
Alex Cisneros, Outer Temple Chambers, is a specialist public law and private client barrister. He has experience handling significant contentious and non-contentious matters with a particular emphasis on mental capacity and education. Alex acts regularly for the Official Solicitor, the Office of the Public Guardian, local authorities, CCGs and family members. In the last twelve months he has appeared as junior counsel in the Court of Appeal and regularly appeared in Tier 3 (High Court) Court of Protection cases.
Dates for your diaries: we are hoping to get a fan favourite in for another interactive event in Ocotber, and an equally popular speaker on elderly client matters in November. In Februuary 2025 we'er aiming for a seminar on how to avoid contentious matters, with more to be annoucned when possible.
We are delighted to be sponsored by the great people at Estatesearch: market leading legal technology provider for private client practitioners. In their own words:
Estatesearch are a market leading legal technology provider committed to developing pioneering technology-led solutions which improve the areas of estate planning, estate administration and estate management.
Our range of searches and services for those dealing with bereavement and mental capacity cases transform processes for thousands of private client practitioners all over the UK. All available via our online portal, providing simple and efficient access to our award-winning combined Financial Asset & Liability searches, the Financial Profile Service, Will Searches, Gazette Notices, Local Ads, Unoccupied Property Insurance, Bankruptcy Searches; all in one place and all on one invoice for greater efficiency.
In response to client feedback and reports that 1 in 5 people have a lost pension pot (Financial Times), we are currently in the process of launching our ‘Financial Profile Service’ for living individuals, a comprehensive tool for the estate planning and financial advice sectors to allow professionals to better advise clients on the true extent of their financial footprint.
We continually invest in developing new products, reviewing new/emerging technologies considering how they could benefit our clients, and add value for the end consumer. This requires collaboration with a full range of stakeholders including clients, financial institutions and other service providers ensuring we remain at the forefront of innovation.
For more information on any of our services visit our website www.estatesearch.co.uk, or email [email protected].
In their own words: At Close Brothers Asset Management we help professionals, business owners, individuals, charities, families, and employers with clear financial advice and investment management services so that they can preserve and grow their long-term savings and investments. We are a team of just over 900 people based in 15 offices across the UK and we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
For more information, visit our website closebrothersam.com
Finders International are an award-winning probate genealogy firm. We assist hundreds of legal professionals each year with safeguarding the distribution of estates by tracing missing heirs and beneficiaries to estates, funds and assets worldwide. We have over 140 staff, 6 offices and a global network, allowing us to conduct our research effectively and efficiently.
To find out more or to refer a case, visit our website www.findersinternational.co.uk, email [email protected] or call 0800 085 8796.
Event Venue & Nearby Stays
Amex Stadium, Amex Stadium, Brighton, United Kingdom
GBP 0.00 to GBP 120.00
