A Masterclass in Claims Against the Estate

Claims Against the Estate
Friday 4th Aug 2017 10:00am – 11:00am

And Monday 7th Aug 2017 10:00am – 11:00am

Register now for our Free Webinar

Friday 4th Aug

Monday 7th Aug

We’re over halfway (!) through 2017 and already this has been a ‘bumper’ year in terms of the amount of reported cases concerning claims against the Estate. The Inheritance (Provision for Family and Dependants) Act 1975 allows for a number of categories of people to lodge claims against the estate:

  • A spouse or civil partner of the deceased.
  • A formal spouse or civil partner who has not received a financial settlement following the breakdown of the marriage or civil partnership.
  • Any person who lived with the deceased for the two year period immediately before the date of death.
  • Any child of the deceased, or person treated as a child.
  • Any person who was maintained by the deceased immediately before death.

If you are writing a Will for a client with an estranged spouse or child, they are often shocked to learn that a claim could be made against their estate after their death. Inevitably they will ask ‘is there anything I can do to prevent this?’

In this hour long webinar, we will look at whether there is any way of preventing or discouraging these types of claims against the estate for your clients.

An in-depth discussion will be had regarding your role as an Advisor to the client – what records do you have to keep when taking instructions to prevent any criticism of you at a later date?

Our experts will be on hand throughout to answer all of your questions.

There have also been changes to the Anti Money Laundering Regulations and the introduction of a new ‘Trust Registration Service’ recently launched by HMRC. We will have a look at the implications of the changes and the new services being implemented to see ‘What’s Changed.’

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Join our LinkedIn Supermen Webinar Group. Our Estate Planning experts will address all of the questions raised during the webinar and any further queries relating to the topics covered. Become part of our growing community of Supermen members. Share your opinions, questions and knowledge with us.

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This article was submitted to be published by Countrywide Tax & Trust Corporation as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

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