Private Client

Grave Matters: Death Benefits

March 29th


Death Benefits and Post-Death Planning

March 29th

2 - 5pm

Speaker: Alan Eccles

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£135+VAT (Member price)

3hrs CPD

It is easy to think about houses, cash in bank and investments as assets that need protection and planning. However, in many cases value contained in various death benefits is the key wealth to consider.

This seminar will look at an increasingly important, valuable and complex area of law and tax. There are tremendous opportunities for planning with death benefits, but each individual type needs consideration to identify what steps should be taken. Different approaches needs to be take to pensions, death in service and life policies and within these benefits there will be many separate points to consider and not every eg pension should be treated the same.

The seminar will also consider post-death decision making by scheme trustees. With new rules in some areas, the opportunity to 'unscramble' a situation after death will not be possible and significant flexibility and tax mitigation opportunities will be lost.

This is a topic which is consistently changing and advisers need to be alive to keep 'nominations', 'expressions of wish', trust arrangements and the like up-to-date or at least make clients aware of the likelihood for changes and review.

Neil Wilkie of the Tilney Group will be contributing on the day to provide a specialist financial planning and advice angle to this important topic.

Tilney is a leading UK investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with £21 billion of their assets.

We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments. Whichever service a client choses we believe their personal wealth is our personal responsibility.

The event begins at 2pm. Delegate registration is open from 1:30pm.

Alan is a Partner in Brodies LLP, based in Glasgow. His work covers three main areas: charities, private client and parliamentary matters.

Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. As part of his private client advice Alan often advises on incapacity law (powers of attorney, court appointed guardianship and other methods of managing the affairs of those less able to do so). This has involved acting in some of the leading Sottish cases on incapacity law and estate and succession planning. A regular commentator on incapacity law matters, Alan's written work has been referred to in judicial decision making. Of Alan's private client work, the Legal 500 notes that he "conveys complicated legal concepts with clarity and humour".

He was previously a member of the legal staff at the Scottish Law Commission and currently lectures at the University of Strathclyde in property, trusts and charities. Alan has also tutored private client law at the University of Glasgow.

Alan was a member of the Council of the Law Society of Scotland from 2007 to 2009 and the Society's Education and Training Committee from 2007 to 2012. He is currently a member of the Society's Charity Law and Mental Health and Disability Law Committees.

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