Lunch and Learn: Life Interest Trusts session 3 – considerations on death of the life tenant / determination of Trust

Event details

Date: 21st June 2022
Time: 1 - 2pm
Venue: Online via Zoom
Who should attend: All those involved in legacies

This event has already happened.

Please join Foot Anstey and Berrys for the final in this series of virtual lunch and learn sessions on Life Interest Trusts. 

The team will explore:

      • Determination:
        • Voluntary
        • Negotiated exits and capitalising the life interest
      • Practicalities:
        • Winding up a Trust
        • Interaction with possession claims
      • Valuation considerations
        • Valuation methods and considerations in a property context
        • When s.117-121 Charities Act 2011applies

      For this final session that team will also be joined by Andrew Tompson of Berrys.

This will be an interactive session using the Q&A function. Attendees are encouraged to bring their own lunch and take a break from their normal day to join what is hoped to be a lively discussion!