Gifts to children in wills
Recorded on: 12/01/2022
Aim:
To explore with practitioners the approach to discussing the options for gifts to children in Wills with clients with a view to asking clients the right questions & helping them choose the right solution
Outcome:
Practitioners will be able to suggest appropriate alternatives to meet the client’s objectives and explain the IHT effect of clauses used
Agenda:
- Options available for gifts to children
- Examination of the conditions for each option
- Typical precedents and their effect post 22 March 2006
- Impact of s.31 Trustee Act 1925
- Should you override s.33 Wills Act 1837?
- Horses for courses – choosing the right clause to match the client’s objective
- Cautionary tales
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