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Category: private client training (2 posts)


| 31st March 2019 | Training Events
INHERITANCE TAX FOUNDATIONS Wednesday 3 November - 2.00 pm - 5.00 pm Speaker:  Helen Munro SRA Competences: A2, A3, A4, A5, B1, B3   VenueThis Seminar is intended to be presented live at Exeter Racecourse subject to conditions allowing. If this is not possible it will be presented using Zoom web conferencing.   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 on the LPC. Helen is passionate about...

| 30th March 2019 | Training Events
LASTING POWERS OF ATTORNEY FOR SUPPORT STAFF & PARALEGALS 4 November 2021 - 9.30am - 12.30pm Speaker: Helen Munro   Venue This Seminar is intended to be presented live at Exeter Racecourse subject to conditions allowing. If this is not possible it will be presented using Zoom web conferencing. In this 3-hour practical workshop, 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 online, and now runs her own training co...

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