Hempsons: Legact Administration

LEGACY ADMINISTRATION – MAXIMISING THE BENEFIT

LEGACY INCOME ,[object Object],[object Object],[object Object],[object Object]

CHARITABLE GIVING ,[object Object],[object Object],[object Object]

MAXIMISING LEGACIES ,[object Object],[object Object],[object Object]

TOPICS FOR TODAY ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

THE WILL ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

VALIDITY REQUIREMENTS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

VALIDITY REQUIREMENTS Cont’d ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

WHO MAY MAKE A WILL? ,[object Object],[object Object],[object Object],[object Object]

WHAT MAY BE DISPOSED OF BY WILL? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

COMMON PROBLEMS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

EXECUTORS’ POWERS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

EXECUTORS’ DUTIES ,[object Object],[object Object],[object Object]

BENEFICIARIES’ RIGHTS ,[object Object],[object Object],[object Object]

WHAT TO LOOK OUT FOR ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

PROBATE PROCEDURE ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

THE WILL ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

THE ASSETS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

GRANT OF PROBATE ,[object Object],[object Object],[object Object],[object Object],[object Object]

ONCE THE GRANT IS OBTAINED ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

TAX ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

TAX RETURNS/ACCOUNTS ,[object Object],[object Object],[object Object],[object Object],[object Object]

WINDING UP ,[object Object],[object Object],[object Object],[object Object],[object Object]

BASIC TAX ,[object Object],[object Object]

INHERITANCE TAX ,[object Object],[object Object],[object Object],[object Object],[object Object]

WHAT IS TAXABLE? ,[object Object],[object Object],[object Object],[object Object]

EXCLUSIONS:- ,[object Object],[object Object],[object Object]

EXEMPTIONS AND RELIEFS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

POTENTIALLY EXEMPT TRANSFERS (“PETs”) ,[object Object],[object Object]

HOW TO CALCULATE IT? ,[object Object],[object Object],[object Object]

S41 INHERITANCE TAX ACT 1984 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

EFFECT OF S41:- ,[object Object],[object Object],[object Object],[object Object],[object Object]

WHEN IS IT PAYABLE? ,[object Object],[object Object],[object Object]

CAPITAL GAINS TAX ,[object Object],[object Object]

SALES BY EXECUTORS ,[object Object],[object Object],[object Object]

EXEMPTIONS ,[object Object],[object Object],[object Object],[object Object]

CALCULATING THE TAX ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

VARYING A WILL ,[object Object],[object Object]

WHY VARY? ,[object Object],[object Object],[object Object]

WHO CAN VARY? ,[object Object],[object Object],[object Object]

THE TAX EFFECTS ,[object Object],[object Object],[object Object]

TIME LIMITS ,[object Object],[object Object]

ESTATE ACCOUNTS ,[object Object],[object Object]

WHEN SHOULD THEY BE PREPARED? ,[object Object],[object Object],[object Object]

WHO IS ENTITLED TO SEE THEM? ,[object Object],[object Object],[object Object]

WHO SHOULD APPROVE THEM? ,[object Object],[object Object],[object Object]

FORMAT ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

CHECKLIST ,[object Object],[object Object],[object Object],[object Object],[object Object]

INCOME TAX ,[object Object],[object Object]

INCOME AFTER DEATH ,[object Object],[object Object],[object Object],[object Object]

WHAT IS NOT INCOME? ,[object Object],[object Object],[object Object]

WHAT SHOULD THE EXECUTORS DO? ,[object Object],[object Object],[object Object]

TAX DEDUCTION CERTIFICATES R185 ,[object Object],[object Object],[object Object]

STEPS TO TAKE ,[object Object],[object Object],[object Object]

WHAT HAS THE BENEFICIARY RECEIVED? ,[object Object],[object Object],[object Object]

WHAT TO CHECK? ,[object Object],[object Object],[object Object],[object Object]

WHAT CAN GO WRONG? ,[object Object],[object Object],[object Object],[object Object],[object Object]

WHO IS AT FAULT? ,[object Object],[object Object],[object Object],[object Object]

FEES ,[object Object],[object Object],[object Object],[object Object]

MAKING THE MOST OUT OF LEGACIES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Hempsons: Legact Administration

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