Probate- The Process, Pitfalls, and Planning (Mar 26)
Category: Tax | Duration: 1hr | Tag: VODUK26ADD7 | Type: Video | Course Level: Intermediate| Speaker: Barry Jefferd | Date: 31/01/2026 14:00
Course Details
From understanding legal requirements and timelines to avoiding costly mistakes, the process of obtaining probate can often raise questions for families, executors, and professionals alike, and without the right knowledge and preparation, even straightforward estates can be affected by unnecessary costs and delays.
In this practical webinar, we’ll explore what probate really involves, consider some of the challenges people encounter (inspired by real world cases), and discuss how to proactively navigate these issues with tax efficiency and current legislation in mind.
The course will help you to gain a stronger understanding of the probate journey, and get you thinking about how careful planning can help to protect against later complications.
In this course, we consider what is involved in obtaining probate, and we will walk through a number of practical examples to showcase potential pitfalls and the importance of careful planning.
Key areas being covered:
- What is probate and when is it required
- What does the process of obtaining probate involve – i.e., Simple v Full application
- Common pitfalls associated with estate planning, accompanied by relevant case studies (encompassing RNRB and Pensions)
- The importance of a valid Will
CPD Course Speaker
George Hay Chartered Accountants
Barry Jefferd
Barry Jefferd is the Taxation Partner at George Hay Chartered Accountants, advising on all major taxes with specialist expertise in Capital Gains Tax, Inheritance Tax, Trusts and property/land transactions. He lectures widely for professional bodies and holds qualifications as a Chartered Accountant, Chartered Tax Adviser, and STEP member.
Barry was one of the first accountants in the country to pass the Institute of Chartered Accountants in England and Wales’ probate qualification and now heads up GH Probate Ltd – the probate division of George Hay. He is also a director of GH Wills Ltd, George Hay’s division providing bespoke Will writing services.
He supports other accountancy firms with probate and specialist tax matters, and he is an expert in Share and Business Valuations having appeared in both the High and County Courts as an expert witness. He is currently Deputy President of the Association of Tax Technicians (ATT), the country’s leading professional body dealing with tax compliance.
Barry was one of the first accountants in the country to pass the Institute of Chartered Accountants in England and Wales’ probate qualification and now heads up GH Probate Ltd – the probate division of George Hay. He is also a director of GH Wills Ltd, George Hay’s division providing bespoke Will writing services.
He supports other accountancy firms with probate and specialist tax matters, and he is an expert in Share and Business Valuations having appeared in both the High and County Courts as an expert witness. He is currently Deputy President of the Association of Tax Technicians (ATT), the country’s leading professional body dealing with tax compliance.