In the second of the four-part LET’S Talk series, this free Q&A webinar from Estate Research presented by Prof. Lesley King and John Bunker, will offer answers to common, challenging and contentious RNRB questions.
RNRB undoubtedly changed the world of will drafting and estate planning for spouses when it was introduced in 2017, but six years later how RNRB works in practice still causes problems and confusion. For Private Client practitioners questions around the allowance, international domicile considerations, residential interests, allocation for lineal descendants and taper thresholds are still prevalent.
As two of the most sought-after speakers on the topic of tax, John Bunker and Professor Lesley King will come together to give a short introduction to the main elements required to secure RNRB, and some key will drafting objectives and then open the floor to delegate issues and questions for 90minutes.
Delegates can expect to learn of some common misconceptions and traps and the planning opportunities available around RNRB, as well as get the chance to ask two of the UK’s tax experts their own questions and listen to the issues that their peers are facing with practical support subsequently provided.
Although the speakers will be answering live questions, they will prioritise those that are sent in advance. To be able to get through as many questions and issues as possible, the speakers ask that questions are not too long and case-specific as these are unlikely to be chosen. Questions can be sent in advance to email@example.com
Details of the webinar
LET’S TALK RNRB – Key features and planning opportunities with Prof. Lesley King and John Bunker
11 AM – 18th APRIL 2023
TAX & TRUSTS / ENGLAND & WALES
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About the speakers
Prof. Lesley King
Prof. Lesley King is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists. She is a Professional Development Consultant at the University of Law and the wills and probate columnist for the Law Society Gazette. She writes and lectures extensively on wills, taxation and related matters.
She is a co-author of the following titles:
- Wills, Taxation and Administration: A Practical Guide
- A Modern Approach to Wills, Administration and Estate Planning (with Precedents)
- A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents)
- A Practitioner’s Guide to Wills
- Varying the Disposition of an Estate after Death
- Wills: A Practical Guide
And is also the editor of The Probate Practitioner’s Handbook.
She contributes to the Wills and Trusts volumes of Halsbury’s Laws, the Encyclopaedia of Forms and Precedents, and The Law and Ethics of Dementia.
John Bunker LL.B CTA TEP
John Bunker is a freelance lecturer, Consultant Solicitor and Chartered Tax Adviser with Irwin Mitchell LLP. He is also co-editor of the Law Society’s IHT Planning Handbook.
With over 30 years of experience as a solicitor specialising in wills, trusts, estate, and tax planning, and over 25 years as a Chartered Tax Adviser, John serves on HMRC’s Capital Taxes Liaison Group and the TRS sub-group advising HMRC on the TRS Manual.
John served as Chair of the Chartered Institute of Taxation’s Private Client (UK) Tax Committee for three and a half years until September 2021. John created his role in technical development and know-how, originally for Thomas Eggar’s 100-strong Private Client team, in 2012 after 23 years as a partner. Alongside this, John has developed external training work in a freelance capacity. He brings enthusiasm for his subject, seeking to illuminate technical details with practical insight.