Online Events

Our live webinars and seminars are essential viewing for legacy specialists.

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The following events are FREE for ILM members only. If you have any queries, please email comms@legacymanagement.org.uk


Mental Capacity Webinar – hosted by Ashfords and Dr James Warner
11am on 19th January

Contentious probate litigation is rising; over 8,000 caveats are lodged against estates annually. A frequent reason for challenging a Will is the testator may have lacked mental capacity.

Presented by Kerry Morgan-Gould of Ashfords and Dr James Warner, a consultant old age psychiatrist and medical director of Halcyon Doctors, this webinar will outline the key ingredients for a Testamentary Capacity claim (Banks v Goodfellow vs Mental Capacity Act 2005), initial steps you should take as a potential Defendant to such a claim, alternatives to litigation and the process of undertaking retrospective assessments of testamentary capacity.

At the end of the session delegates should have a understanding of the key aspects of a probate claim on the basis of Testamentary Capacity and know what to expect from medical experts when instructing a retrospective capacity assessment.

ILM members can click here to book.


Inheritance Tax Masterclasses – hosted by Ashfords

Session 1 – Introduction to Inheritance Tax
Tuesday 9th February, 11am

This is an introductory session and will be an overview of Inheritance Tax.

Session 2 – Inheritance Tax and Charity Beneficiaries  – to gross up or not to gross up?
Tuesday 23rd February, 11am

This is a more detailed session which will focus on the Inheritance Tax treatment where a person leaves the whole or part of their estate to charity.

ILM members can click here to find out much more and register for the sessions here.


PAST EVENTS
ILM members can view the recordings of these webinars in the Viewing Room.

December 10th 2020: The Science Behind Legacy Giving with Dr Claire Routley

November 17th 2020: An Update from Jon Franklin, Legacy Foresight

November 5th 2020: Property webinar part 1 featuring presentations from Foot Anstey and Cluttons

October 22nd 2020: Property webinar part 1 featuring presentations from Foot Anstey and Cluttons, and a discussion featuring Save the Children, GOSH and National Trust

October 16th 2020: Autumn Conference featuring sessions from Bolt Burdon, Daniel Pepper of RNIB and Charles Russell Speechlys

October 13th 2020: Employment: redundancy and working from home, hosted by Daff Richardson, Penningtons