Location & Date
Location:
Online
Date: Event is on-demand
Training Details
On-demand:
After registering for this CPD you will have access to view it online at your convenience
CPD Hours: 6
Register & Details
6 hours verifiable CPD
Watch the recording to hear about key legal and practice developments; improve your knowledge of trust and executry accounting do’s and don’ts; best practice guidance on how to deal with family business succession planning, and much more. Our expert speakers discussed ways stay up to date with current issues and share insights on more specialised practice points throughout the conference.
Learning outcomes:
- Learn about the current developments in Inheritance Tax mitigation to get the best results for your clients
- Gain insights into the practical challenges when administering executries
- Obtain an overview of the latest practice updates
- Refresh your understanding of the use of trusts in succession planning
- Get top-tips from experts on the aspects to bear in mind when dealing with contentious estates
- Acquire guidance on managing risk as a private client practitioner
Day One - Wills, Trusts and Executries Conference
Questions and discussion (joint for sessions 1 and 2)
1 Speaker
Risk Management for Private Client Practitioners - Dealing better with complaints
1 Speaker
Hey Legal Hour - Intro to Hey Legal and How Artificial Intelligence can benefit Scottish Wills, Trusts and Executry Lawyers
1 Speaker
Close of Day 1 by Chair
1 Speaker
End of Day 1
1 Speaker
Optional drop-in session: How to become a Law Society of Scotland Accredited Specialist in Private Client Tax Law/ Trusts Law
1 Speaker
Day Two: Wills, Trust and Executries Conference
Questions and discussion (joint for sessions 1 and 2)
1 Speaker
Transforming the Executry Process
- Learn the key benefits of adding inventory items to CaseLoad to get a true picture of the executry
- Explore the power of document automation to streamline routine tasks, reduce manual effort and minimise risk
- Produce HMRC forms in seconds to save time and reduce potential errors in the data input
1 Speaker
Questions and discussion (joint for session 3,4 and 5)
1 Speaker
Close of conference by Chair
1 Speaker
Prices (prices exclude VAT)
Member:
£253.05
New member:
£215.09
Non-member:
£291.01
Unemployed member:
free