Inheritance Tax From Start to Finish

Event details

Date: 5th June 2019
Time: 10am-4.30pm
Venue: tbc, London
Who should attend: Any ILM members, legacy staff, charity finance team

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ILM Members £230; Non-members £280

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The annual chance to attend this essential course which runs alongside the ILM Essentials programme, giving delegates a comprehensive guide to all aspects of IHT, suitable for both beginners and improvers.

Led by Peter Jeffreys and team from Wilsons LLP, this course looks at when and why inheritance tax is incurred, together with correct apportionment. The training is essential not only for newer members of ILM but also longer standing ones who may be grateful for a recap.

Speakers

Peter Jeffreys is a Partner in Wilsons’ Charity Legacy Team. He specialises in charity legacy administration and the resolution of problem estates for charities. He also acts for charities in Court of Protection cases. Peter has a special interest in dealing with cases of Probate fraud for charities.

Peter’s background in Private Client work means he is uniquely well placed to advise charities on complex and problematic Will cases. His combination of practical experience and a sensitive approach are much in demand.

Peter qualified in 1991, and joined Wilsons as a Partner from his previous firm Henmans in 2004.

He is a regular lecturer on charity-related issues and delivers courses on Wills, Probate and Charity Law for legal and other professionals.

Outside work, Peter is a keen singer, and a Deputy Lay Vicar at Salisbury Cathedral.


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