By in Training Events, Private Client Training | 31st March 2019
INHERITANCE TAX FOUNDATIONS
Wednesday 3 November - 2.00 pm - 5.00 pm
Speaker: Helen Munro SRA Competences: A2, A3, A4, A5, B1, B3
This Webinar will be delivered using Zoom Web Conferencing - would like to but unable to attend? Not to worry, all pre-booked delegates will be given access to a recording of the webinar to watch in their own time.
In this 3-hour seminar we will consider the main inheritance tax (IHT) charging and administrative provisions. Despite its name, IHT does not only apply to death estates, but may also be relevant in relation to certain lifetime gifts, specifically lifetime gifts into trust and certain gifts made with the seven year period prior to death. In this seminar we will consider the overall structure of the IHT charging regime, considering how a person’s death estate is taxed and how certain lifetime gifts are taxed. We will also consider allowances and reliefs and the rules on liability, burden and the timing of payments of inheritance tax.
Topics covered include:
Calculating IHT on death
The Nil Rate Band (NRB), the transferable NRB and the residence NRB.
Lifetime transfers: exempt transfers, potentially exempt transfers (PETS) and lifetime chargeable transfers (LCTs).
The effect of death on lifetime transfers.
Anti-avoidance provisions, in particular gifts with reservation of benefit.
Reliefs: the basic provisions of business property relief and agricultural property relief.
Liability and burden of payment
Time for payment of IHT.
IHT Forms.
SPEAKER - Helen Munro qualified as a solicitor at Charles Russell in 1999, specialising in Private Client work. Helen left private practice in 2006 to pursue a career in professional training and she delivered Private Client professional development training for BPP for over a decade. In 2018, she was appointed as an Associate Professor at Birmingham City University, where she led the Private Client and Taxation modules ...
By in Training Events, Private Client Training | 30th March 2019
LASTING POWERS OF ATTORNEY FOR SUPPORT STAFF & PARALEGALS
4 November 2021 - 9.30am - 12.30pm
Speaker: Helen Munro
This Webinar will be delivered using Zoom Web Conferencing - would like to but unable to attend? Not to worry, all pre-booked delegates will be given access to a recording of the webinar to watch in their own time.
In this 3-hour practical session, we will examine the prescribed Lasting Power of Attorney (LPA) forms and associated law in detail, so that you are confident completing the prescribed forms in accordance with a client’s wishes and instructions. We will consider the two different types of LPA - property and financial affairs and health and welfare - and the different types of decisions that can be made under each. We will also look at the questions that a client will need to consider, potential drafting mistakes and registration matters.
Topics covered include:
Drafting property and financial affairs LPAs and health and welfare LPAs.
Mental capacity requirements.
Choice of attorneys and appointment of joint and replacement attorneys.
Certificate providers.
Avoiding the consequences of invalid provisions.
The power of the attorneys to make gifts - what is authorised and what is not permitted by law.
The meaning of ‘life-sustaining treatment’ and the associated considerations.
Enabling property and financial affairs LPAs to be used as ordinary powers of attorney.
Registration and procedural issues.
SPEAKER - Helen Munro qualified as a solicitor at Charles Russell in 1999, specialising in Private Client work. Helen left private practice in 2006 to pursue a career in professional training and she delivered Private Client professional development training for BPP for over a decade. In 2018, she was appointed as an Associate Professor at Birmingham City University, where she led the Private Client and Taxation modules on the LPC. Helen is passionate about training and teaching, both face-to-face and onlin...
By in Training Events, Criminal Law training | 25th March 2019
Tuesday 9th November 2021 - 9.30am - 5.30pm
Venue - Exeter Racecourse (TBC) (Covid 19 - in the event that it is not possible to host this event in person the seminar will be delivered digitally.)
Speaker - Matthew Hickling
SRA Competency B
Suitable for general criminal practitioners, police station representatives and higher rights advocates, this course is designed to bring your legal knowledge and expertise up-to-date, ensuring that you continue to give competent legal advice to clients. Using a combination of plenary presentation and interactive group exercises to embed both knowledge and skills, the course will cover current and proposed legislation, together with rules, guidance and significant recent judgments. The comprehensive notes support the day and, where appropriate, signpost further potential study as part of your professional development plan. The course is designed to ensure that delegates are competent to advise on:
Policing, Crime and Sentencing Bill 2021 – currently in the House of Lords
Criminal procedure, disclosure, post-COVID protocols and the new contract
Offensive Weapons Act 2019 – commenced sections and, what’s coming
Case studies – based on judgments that raise significant practice issues
Recent judgments - analysing those relevant to general criminal practice
Speaker: Matthew Hickling qualified in 1991. Now a non-practising member of the Law Criminal Law Committee, Matthew spends his time researching and contributing to the profession. In addition to presenting professional skills training, Matthew is on the external faculties of two universities and the International Compliance Association.
FEES
Members: £253.60 + VAT (£304.32 inc. VAT) for the first delegate / £225.50 (£270.60 incl. VAT) for subsequent delegate Associate Members (Trainees): £126.50 + VAT (£151.80 inc. VAT) Non Members: £286.50 + VAT (£343.80 inc. VAT)
We will provide a VAT invoice for payment. (BACS payment preferred)...
By in Training Events, Residential Conveyancing Training | 17th February 2019
WEBINAR - Exercising Break Clauses: The Pitfalls
Thursday 25th November 2021 11.00 am - 12.00 noon
Speaker: Richard Snape
This Webinar will be delivered using Zoom Web Conferencing - would like to but unable to attend? Not to worry, all pre-booked delegates will be given access to a recording of the webinar to watch in their own time.
SRA Competence B - 1 Hour
Speaker: Richard has been the Head of Professional Support at Davitt Jones Bould since 2002. He speaks at numerous courses for law societies all over the country, various public courses, in-house seminars within solicitors’ firms and has also talked extensively to local authorities and central government bodies. His areas of specialism include both commercial and residential property, in particular in relation to local government law, conveyancing issues, development land, commercial property and incumbrances in relation to land.
FEES
DASLS Members/Affiliates/Associates: £40+ VAT (£48.00) Non-members: £50.00 + VAT (£60.00)
We will provide a VAT invoice for payment. (BACS payment preferred) 3 for 2 offer! Book 3 places on this webinar and get the cheapest FREE!...
By in Training Events, Paralegal & Support Staff training | 15th February 2019
DAY 1 - Monday 29th November 2021
DAY 2 - Tuesday 7th December 2021
10.00 am - 5.00pm
SRA Competency B
The course is intended for support staff and new paralegals or apprenticeships and will be divided into two days and 4 sections that will be delivered online using Zoom Conferencing. Using examples the course will explore issues in the conveyancing process that can lead to problems.
In connection with each day delegates will be provided with extensive notes and there will be opportunities for delegate questions. Each session will be recorded and delegates will have the opportunity to watch recordings for 14 days after the event if required. Upon completion of all four sessions delegates will be provided with a certificate of attendance and completion of the course.
DAY 1 - MONDAY 29th NOVEMBER 2021
Day 1 will be divided into 2 sections: The first section will consider the office context followed by a review of basic land and contract law. In the second section we will look at the process and procedure of conveying estates and interests in land using the Law Society’s Protocol.
SECTION 1
Putting conveyancing in context within the office: to include considering some aspects of SRA requirements for anti-money laundering, prevention of mortgage fraud and cyber-crime, identifying for whom we can act and cannot act, client care obligations, duties of confidentiality and non-disclosure as well as identifying areas of conflicts of interests and the giving and receiving of undertakings.
An introduction to basic land law: a consideration of the acquisition and transfer of legal and equitable freehold and leasehold estates and interests, including mortgages, in registered and unregistered land, co-ownership and holding land on trust for oneself and/or others, easements, covenants and adverse possession.
An introduction to contract law for conveyancers: the estate agent’s particulars of sale, pre-contract statements, represen...
Forthcoming DASLS Events