Course content 

Risks of Gifting  

This course will cover what to consider when a client approaches you about making a gift. This will include protecting yourself and your clients from claims as well as a run through of the tax implications, impact for care fees, bankruptcy and divorce concerns. 

About SFE case study sessions

What to expect - a leading expert will craft a case study which you will receive in advance of the session. They will go through the case study and then drill down into the issues with you and suggest possible solutions. There will also be a Q&A session where you will be able to put forward your own innovative solution or clarify key points and issues that you have been mulling over.

After the session, you will be sent a set of key learning points that you will be able to use in your day to day practice.

About the speaker

Michael Culver is the current chairman of SFE. He is the Managing Director at Culver Law Ltd, a boutique law firm in London specialising in Court of Protection work and Tax advice for high net worth individuals. He has a wealth of experience in dealing with older client matters including making wills, advance decisions, tax planning, the administration of estates, lasting powers of attorney, statutory wills and other applications to the Court of Protection, care home funding and contentious probate and challenging lifetime gifts.

As well as being a Full Accredited Member of SFE, he is a full member of the Society of Trust and Estate Practitioners (STEP) and Association of Contentious Trust and Probate Specialists (ACTAPS).

Michael is also a Chartered Tax Advisor with the Chartered Institute of Taxation and a member of the Association of Tax Technicians.