Scottish Wills, Succession & IHT for International Clients - What You Need to Know

Introduction

The movement of people in the modern era means that private client solicitors are often faced with clients with international links.

Domicile and long-term residency under the new test to be introduced on 6 April 2025 impact the validity of wills, succession and inheritance tax advice.

These are complex areas, and this new virtual classroom seminar will arm you with the knowledge you will need to provide advice in the initial will instruction and also deal with the practical aspects of obtaining the grant of confirmation.

Even more importantly, it will give you the knowledge to advise your clients accurately in connection with their potential inheritance tax liability.

What You Will Learn

This live and interactive course will cover the following:

• Domicile and its impact on:
• The validity of wills
• Succession to an estate
• Administration of an estate
• The new long term resident test and its impact on inheritance tax liability
• The European Succession Regulation
• Practicalities including dealing with a foreign domicile in the Scottish Confirmation process and the paperwork required

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.