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It's the Law | Private client

Date: 26th June 2018

Time: 09:00 - 16:40

Location:
The Studio
67 Hope Street
Glasgow
G2 6AE

Hear from carefully selected industry experts on a variety of practical and technical issues in estate planning, wills, trusts, and tax that impact your private client practice.

5.5 hours verifiable CPD

The private client conference agenda has been designed to give you the tools you need to stay on top of the latest developments in legislation, private client practice and procedure so that you can provide your clients, families and family businesses with the best possible legal, procedural and strategic advice.

Hear from carefully selected industry experts on a variety of practical and technical issues in estate planning, wills, trusts, and tax that impact your private client practice.

Each session will feature opportunity to discuss and troubleshoot your queries with accredited experts and fellow practitioners.

Confirmed speakers include:

  • Peter Murrin, Partner, Lindsays
  • Claire E MacPherson, Burness Paull
  • Eilidh M. Scobbie, Burnett and Reid, Member of Trust and Succession Committee and Tax Law Committee
  • John McArthur CTA TEP, Head of Tax, Gillespie Macandrew
  • John Kerrigan, Partner, Morisons LLP
  • Sarah Jackson, Associate Director, Savills

Join us this summer for It’s the Law – one day, one location, three unmissable conferences dedicated to private client work, family law and conveyancing.

 

Find out more about becoming an accredited specialist in Incapacity and mental disability law, Private client tax or Trusts law.

  • Identify the complexities and implications of the new trust registration regime
  • Consider the latest in comprehensive tax updates including comment and guidance on the main residence nil band
  • Explore insights on succession and planning for the future in the farm and family business
  • Gain valuable knowledge across the latest estates guidance
  • Obtain insight on how to deal with art and antiques in complex situations
  • Opportunities to pose best practice questions and scenarios to leading multi-disciplinary experts across the private client arena
Testimonials

"I loved being able to ask questions afterwards in private and how friendly and approachable all the speakers were - I thought everyone did a great job! Well done- most educational and enjoyable!"

June 2017

"The content was excellent. The length of each speech was just right. I cannot rate this seminar highly enough."

June 2017

  • 09:00 - 09:30

    Registration, exhibition and refreshments
  • Chair: Peter Murrin, Partner, Lindsays

  • 09:45 - 10:30

    Complex estates and the Trust Registration Regime
        
    •    Implications and guidance on the registration of trusts
    •    Where have the lines been drawn?
    •    The practical effect of FATCA, CRS, LEI regimes

    Claire E MacPherson, Burness Paull

     

    10:30 - 11:15

    Workshop - Will Trust: Creating a liferent and administering the trust

    Eilidh M. Scobbie, Burnett and Reid, Member of Trust and Succession Committee and Tax Law Committee

  • 11:15 - 11:35

    Refreshments and exhibition
  • 11:35 - 12:20

    Stephen Parker, Partner, Chartered Financial Planner, Tilney
        

    12:20 - 13:05

    Increasing tax confidence: The key tax issues on your radar
                 
    •    Identifying pitfalls and missing reliefs
    •    IHT, CGT, NRB mitigation

    John McArthur CTA TEP, Head of Tax, Gillespie Macandrew

     

  • 13:05 - 14:05

    Lunch and exhibition
  • 14:05 - 14:50

    Negligence in will making

    John Kerrigan, Partner, Morisons LLP

     

    14:50 - 15:35

    Dealing with art and antiques in wills and executries
        
    •    Family heirlooms and heritage tax incentives
    •    Strategy and practice

    Clarissa Vallat, Director, Sotheby's

     

  • 15:35 - 15:55

    Refreshments and exhibition
  • 15:55 - 16:40

    Tax, valuation and succession issues for business and farm owners

    •    Interactive session: Working through a typical farm
    •    APR/BPR - recent developments
    •    Issues with farming structures (sole traders, partnerships and companies)
    •    Valuation issues and how surveyors and solicitors work together,
    •    Valuation reports and transferring into IHT forms and the DV and HMRC compliance

    Sarah Jackson, Associate Director, Savills
    John McArthur CTA TEP, Head of Tax, Gillespie Macandew LLP

  • 16:40 - 16:45

    Closing remarks

Prices

prices exclude VAT

Member:
£202.01
 
New lawyer:
£84.00
 
Paralegal:
£84.00
 
Trainee:
£84.00
 
Unemployed member:
£156.00
 
Non-member:
£214.01
 

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