Private Client Conference
CPD 5 hours
Registration and Coffee at 9:30am
PEAT Outcome - relevant legal knowledge
This conference will cover the following topics:
- Trusts for disabled and injured beneficiaries
- Rectification of wills
- Power of Attorney and Guardianship in Practice
- Cohabitants Rights of Succession
- Inheritance Tax
This conference is aimed at all solicitors, trainee solicitors and legal professionals particularly private client practitioners.
John Kerrigan, Consultant, Blackadders. John is a Consultant within the Blackadders Private Client Team and has over 40 years of legal practical experience, 34 of them as a Partner. He was a Tutor at the Glasgow Graduate School of Law for 12 enjoyable years tutoring diploma students in the subjects of Wills, Trusts & Succession. He has also been a member of the Trust and Succession Sub-Committee of the Law Society of Scotland since 2005. John has contributed to various articles to, inter alia, the Scots Law Times, The Journal of the Law Society of Scotland, The Scotsman and various other newspapers and periodical magazines. He is also current Editor of the Scottish Trusts and Succession Service provided by Greens. John is the author of “Drafting for Succession” now in its second edition. He is currently working on other legal literary works.
Pete Murrin, Partner, Turcan Connell. Pete advises clients on estate and succession planning, the formation and administration of trusts, taxation of trusts and estates, family businesses relative to personal and commercial succession, the preparation of Wills, adults with incapacity, and international inheritance and succession matters for high-net-worth clients. He has particular expertise in dealing with contentious trust, estate (testate and intestate) and pension death benefits matters for individual and business clients. Pete also has considerable experience in the field of Trust formation and administration generally and Personal Injury Trusts specifically. He is a member of the Society of Trust and the Estate Practitioners and accredited by the Law Society of Scotland as a specialist in Trusts Law and Private Client Tax, and by the Society of Trust and Estate Practitioners as a TEP.
Nick Holroyd, Advocate. Nick undertook his traineeship at Dundas & Wilson, C.S and went on to become and Advocate. He is in Terra Firma Chambers. Nick's practice now is predominantly Civil and his interests include Wills, Trusts and Executries (dealing with both contentious and non contentious) matters. Nick was Chairman of TrustBar and remains an active committee member. In connection with the Succession Scotland Bill, Nick gave evidence (both written and oral) to the Scottish Parliament's Delegated Powers and Law Reform Committee. He was a Member of the EU Committee of the Society of Trust and Estate Practitioners (“STEP”), and was on the Scottish Committee of STEP (2009-2014). Nick was also a member of the Scottish Law Commission’s Advisory Group on Trust Law (General). Through the Faculty of Advocates, Nick is currently involved with considering law reform proposals related to "insurable interest" and in particular the trust law aspects of the proposals. In cost of care disputes, Nick has acted for care providers, and service users. Nick has given many talks and lectures.
Alison Hempsey, Partner, TC Young. Alison has worked with TC Young since 2006 and is a Partner within the private client department. Alison heads TC Young’s Adult Incapacity Team and helps clients delaying with the challenges of capacity issues, including those with dementia and learning disabilities. Alison has a particular interest in Adult Incapacity matters and she is a member of the Law Society of Scotland’s Mental health and Disability sub committee. Her work in this area includes applying for Financial and Welfare Guardianship and Intervention Orders, as well as providing general advice to families and carers of adults with incapacity, including set up of family trusts. Alison regularly processes AWI actions through the sheriff courts and conducts her own court appearances. She also advises clients on the Access to Funds scheme.
Alison Pryde, Senior Tax Manager, Gillespie Macandrew. Alison has worked in tax for over twenty years having graduated with a Law degree but choosing to train in tax with a Big Four accountancy firm. She has acted for a varied allocation of clients including high net worth individuals, entrepreneurs, trusts, partnerships and landed estates. Alison has advised on a wide range of personal and business tax issues with a view to protecting and maximising family wealth by minimising Capital Gains Tax and securing Inheritance Tax reliefs. She has advised on share acquisitions and disposals and takes a particular interest in advising shareholders from the early days of a company through to disposal. Alison has considerable experience in Inheritance Tax planning ranging from advising on the use of trusts to minimise liability to tax and advising on the availability of Business Property Relief.
Chaired by John Kerrigan
09:30-10:00 Registration and Coffee
10:00-11:00 Rectification of Wills - Nick Holroyd, Advocate
11:00-11:45 Trusts for disabled and injured beneficiaries - Pete Murrin, Partner, Turcan Connell
12:00-13:00 Cohabitants Rights of Succession - John Kerrigan, Consultant, Blackadders
13:45-14:45 Power of Attorney and Guardianship in Practice - Alison Hempsey, Partner, TC Young
14:45-15:45 Inheritance Tax - Alison Pryde, Senior Tax Manager, Gillespie Macandrew
15:45-16:00 Questions and Discussion