The Society is pleased to confirm that Gill Steel will be returning to the Society for a further training session. The aim of the session is to provide the probate practitioner a review of the practical issues arising in the administration of estates. Participants will be up to date and confident about how to address the problems raised. The course will cover the followibng topics:
- Getting the job in the first place
- The problem of the unimplemented NRB discretionary trust
- Evidence required for claiming TNRB
- Bank and Building Society accounts
- Joint accounts - whose money is it for IHY?
- Protocols
- Practical problems with chattels
- Recent cases
- Risk management issues:
- No more remuneration certificates
- Deadlines and date
- Tax compliance and penalties
Speaker: Gill Steel
Gill is a freelance consultant and trainer providing advice to law firms. She is a member of the Association of Taz Technicians and STEP and lectures on Wills, Trusts and Tax subjects. Gill is the author of the Law Society's Handbook Trust Practitioners Handbook. |