Partake in two of Estate Research Learning Hub’s upcoming webinars this May.
2 May 2023 – Cross-Border Estate Administration
9 May 2023 – Business Lasting Powers of Attorney
2 May 2023 – Cross-Border Estate Administration
This free webinar from Estate Research, presented by Louise O’Toole (Gateley Legal) will discuss cross-border estate administration from a UK perspective. With an increasing number of UK citizens owning property and assets overseas as well as non-UK individuals holding UK assets – this is an area of law that is increasingly important for the Private Client practitioner.
Louise will share her expert knowledge on the subject addressing issues including UK concepts of domicile and residency and how this can affect estate inheritance, along with the succession of assets from a UK perspective, UK inheritance tax and capital gains tax when dealing with estate administration and double taxation.
Also, to be discussed will be how to obtain a UK grant, the compliance requirements for UK estates and more.
Details of the webinar
Cross-Border Estate Administration from a UK Perspective
12 PM – 2 MAY 2023
PRACTICAL ADVICE & UPDATES / TAX & TRUSTS / ENGLAND & WALES
https://estateresearchlearninghub.co.uk/upcoming-webinars
The webinar will last for 60 minutes
If you do not have an Estate Research Learning Hub account, you can create one for free here https://estateresearchlearninghub.co.uk/
About the speaker
Louise O’Toole is a private client lawyer, currently working as a Senior Associate at Gateley Legal.
Having trained with Thomas Eggar (now Irwin Mitchell), Louise has eight years of experience dealing with complex estate administration, amongst a wide range of other private client matters.
Louise provides a mixture of traditional private client and UK tax advice services for both “international” and domestic clients to mid- and high-net-worth individuals living in the UK or non-UK individuals with UK interests. She now has a particular focus on the Middle East and Asia and was recognised in the “top 35 under 35” private client practitioners in 2020.
9 May 2023 – Business Lasting Powers of Attorney
Business Lasting Powers of Attorney (BLPA) allow business owners to protect their business. Without a BLPA their business is at risk. If they subsequently lacked mental capacity and did not have a BLPA, the bank could freeze their account, contracts or services might go unfulfilled, the business community would think twice about doing business with them. If they were a sole trader, it could put them out of business.
Estate Research are hosting a free 1-hour webinar hosted by Craig Ward of Lundie (Partner of Craybeck Law and author of ‘Lasting Powers of Attorney: A Practical Guide (4th Edition)) in which Craig will cover the topic of BLPA and advise practitioners on the importance of the document and how it protects sometimes their most important asset after passing. Craig will share his knowledge on why businesses should create a business lasting power of attorney, how to choose a business attorney and tips on drafting a BLPA. The webinar will also cover the types of business clients, a donor’s sufficient business understanding and client advice on choosing the right business LPA clause.
Details of the webinar
Business Lasting Powers of Attorney
12 PM – 9 MAY 2023
LPA & WILLS / ENGLAND & WALES
https://estateresearchlearninghub.co.uk/upcoming-webinars
The webinar will last for 60 minutes
If you do not have an Estate Research Learning Hub account, you can create one for free here https://estateresearchlearninghub.co.uk/
About the speaker
Craig Ward of Lundie MSc BA(Hons) TEP is a solicitor and partner at Craybeck Law LLP. He is a member of the Society of Trust and Estate Planners, the British Psychological Society and Solicitors for the Elderly.
Craig has a mixed legal practice; drafting wills and trusts, Lasting Powers of Attorney including Business LPAs, making deputyship applications, litigation and dispute resolution. He is also a CEDR-accredited mediator and conducts commercial and vulnerable adult mediations.
Craig regularly speaks around the UK and internationally on mental capacity law. Craig introduced Business Lasting Powers of Attorney to the legal community about 10 years ago.
He is also credited for the following books:
• Vol 31 Encyclopaedia of Forms and Precedents: Powers of Attorney (6th Edition) Lexis Nexis. (2021)
• Lasting Powers of Attorney: A Practical Guide (4th Edition) (2019) The Law Society
