Trusts and Probate: Updates on major changes in Private Client practice

About the Webinar

John D. Bunker LL.B CTA TEP, freelance lecturer and Consultant Solicitor/Chartered Tax Adviser, Tax Trusts and Estates, at Irwin Mitchell discusses recent updates on major changes in Trusts and Probate within Private Client practice.
The discussion will include:
New regulations took effect on Tuesday 6 Oct 2020, with implications for both new and existing trusts, including some co-ownership of property and many will trusts.
Changes to 4MLD: the new rules for registering updates & the new annual declaration.
Probate applications: Applying for probate online will be compulsory for many cases from 2 Nov 2020: what is happening with the new process and with HMRC, including changes in August e.g. Clearance applications and changes for complex estates on TRS.

  • Nick Howitt

    Webinar Host

  • John Bunker

    Webinar Host

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