Wills, Trusts and Executries Conference 2023 On-demand
After registering for this CPD you will have access to view it online at your convenience
You can register for this CPD by paying or by using hours from a CPD Package. For more details please visit www.lawscot.org.uk/cpd-packages
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
Day Two: Wills, Trust and Executries Conference
- 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
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