It's the Law - Private client
 
 Thursday, 8 June 2017  
 
09:00 - 09:30Registration, exhibition and refreshments
09:30 - 09:45Welcome and introduction
Ian Macdonald, Partner, Wright, Johnston and Mackenzie
09:45 - 10:20Tax update: IHT and recent changes
John McArthur, Head of Tax and chartered Tax Advisor, Gillespie Macandrew
  • The Residence Nil Rate Band
  • Effects on will drafting and executry practice
10:20 - 10:30Questions and discussion
10:30 - 11:05Changes to Scottish Succession Law
Andrew Paterson, Partner, Murray Beith Murray
  • The story so far
  • The Succession (Scotland) Act, 2016
  • What's next?
    11:05 - 11:15Questions and discussion
    11:15 - 11:35Refreshments, exhibition and networking
    11:35 - 12:10Succession in family businesses, small businesses and partnerships
    Nicola Ker, Senior Solicitor, Lindsays
    Peter Murrin, Associate, Lindsays
    • The importance of getting the foundations right in succession planning
    • The relationship between personal succession planning and business succession planning
    • Bumps in the road …. (family issues).
    12:10 - 12:20Questions and discussion
    12:20 - 12:55Cross border issues in dealing with succession planning
    Carole Tomlinson, Partner, Anderson Strathern
    • Determining domicile and residence
    • Issues for the international client
    • EU Succession Regulation
    12:55 - 13:05Questions and discussion
    13:05 - 14:05Lunch refreshments, exhibition and networking
    14:05 - 14:40Contentious executries: a survival guide
    David Bartos, Advocate, Terra Firma
    • Executor’s role in litigation
    • Who pays for litigation?
    • Estate not gathered in
    • Executor as competing beneficiary
    • Removal of executors
    • Rectification and other remedies
      14:40 - 14:50Questions and discussion
      14:50 - 15:25Charity Law implications for tax and succession
      Chris Sheldon, Partner, Turcan Connell
      • Will drafting considerations
      • Reflection on Re Benham Re Ratcliffe
      • Securing the 36% Inheritance Tax rate
      • An update on Ilott v Mitson
      • Contentious executry guidance
        15:25 - 15:35Questions and discussion
        15:35 - 15:55Refreshments, exhibition and networking
        15:55 - 16:30Pensions in private client practice
        Graham Murray, Partner and chartered Financial Planner, Wright, Johnston and Mackenzie
        • Pensions overview
        • Pensions and personal tax
        • Pensions in estate planning
        • Pensions in estate administration
        16:30 - 16:40Questions and discussion
        16:40 - 16:45Closing remarks
        Ian Macdonald, Partner, Wright, Johnston and Mackenzie