Probate: The Estate Planners Guide to Estate Administration
About this event:
It used to be the case that simple estates passing through probate were prevalent, but very few are that straightforward these days. Nowadays probate is increasingly more complicated. Many probate practitioners are unaware of what may go wrong and how they can claim reliefs.
Here at CTT Group, we have completed probate on thousands of estates. We have seen hundreds of probate claims be made for free through the use of statutes and precedent to claim reliefs that few other practitioners seem to be aware of!
This course has been developed to help you with everything you need to know about probate. It includes the things that can go wrong during the process and how you can help your clients benefit from IHT exemptions and reliefs you may not be aware of.
Agenda:
- Probate, a brief update
- What can go wrong? E.g Missing reliefs, missing allowances, RNRB, Transferable nil rate bands
- The value of 50% of a property for probate purposes
- Claiming the 15% deduction
- Did you know that gifts to/for the benefit of dependent relatives can be IHT free immediately?
- Did you know that if you settle a mortgage from a life policy held in trust, the debt is no longer allowable for IHT purposes?
- And more!
