Why Probate catches most families off guard
Most people have heard of Probate but few understand when it’s actually needed. Find out what it involves, and how to identify when it’s needed.
What you'll discover:
How to avoid the most common Inheritance Tax mistakes
IHT is one of the most misunderstood areas of estate administration. Discover when it applies, what exemptions exist, and where executors go wrong.
How to fulfil your role with confidence
Being named as an executor is a responsibility most people aren’t prepared for. We’ll walk you through the process step by step, so you know exactly what to do and when.
What's included:
Part 1: Understanding Probate
One of the first things you’ll need to establish is whether Probate is actually required. We’ll show you how to work that out, when it can be avoided, and the key difference between an executor and an administrator, so you know exactly what your position is from day one.
Part 2: Navigating Inheritance Tax
Executors are responsible for ensuring the correct amount of IHT is paid before a penny is distributed. We’ll walk you through the nil-rate band, the residence nil-rate band, and any exemptions that could reduce the bill.
Part 3: The Executor's journey
From registering the death to distributing the assets, the executor’s role is a long one, often carried out while managing family expectations and grief. We’ll take you through each stage in order, and flag the common mistakes that cause delays so you can avoid them.
We make it simple:
Under an hour
Your time is valuable. Our webinar is under an hour, so sit back, relax, and get ready to learn.
Completely free
There’s no registration fee – understanding how you can protect your assets shouldn’t cost anything.
Expert advice
We are an award-winning specialist in Will writing and Estate planning and have been for over 20 years. This is all that we do.
FAQ
Anyone who has been named as an executor, or wants to understand what the probate process involves. No prior experience needed.
None at all. Jim explains everything from scratch, in plain English, with no legal jargon.
Completely. There’s no catch and no registration fee.
Nothing. If you have questions, you’re welcome to ask them during the session.
A recording is available to all registered attendees, so you can watch it at a time that suits you.