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

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FREE to ILM members

Terms & Conditions

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!