We are running two workshops this autumn via Zoom; the first regarding inheritance tax planning and the second regarding Lasting Powers of Attorney.
We thought it would be of interest to share with you all a handful of questions that have been raised at our workshops.
- I have been appointed as an Attorney - what does this mean?
- What happens if I suddenly lose capacity whilst acting as Attorney?
- What extent as executor are you responsible when the deceased is a sole shareholder/director? Do they have to close down the company?
- If charities named in a Will have ceased to exist what happens?
- What can you do about substantial crash in property value after date of death?
- If all executors renounce what happens then?
- Does an adult ‘child’ have a claim on a parent’s Will if that child has not been named as beneficiary anywhere in the Will?
- Can an executor witness the Will and also be a beneficiary or would this be a clear conflict?
- How do I take full advantage of the residence nil rate band to save on inheritance tax?
- Is putting undrawn pension pots in trust for children beneficial?
Our workshops are free and interactive - an opportunity for you to ask us what you want to know.
Save the Dates
Please see below the schedule for workshops we will host in 2022:
- Executor Workshop - 9 February 2022 (3.00pm - 5.00pm)
- Inheritance Tax Planning - 20 April 2022 (4.00pm - 6.00pm)
- Wills Workshop - 11 May 2022 (3.00pm - 5.00pm)
- Lasting Powers of Attorney - 9 November 2022 (3.00pm - 5.00pm)
For more information regarding the workshops or to be added to the invitee list please contact Laura Loveridge in our Private Client team on 0117 314 5371, or complete the form below.