Private Client

Estate Planning

October 23rd 2025

Virtual Seminar

Estate Planning And The Family Home

October 23rd 2025

2 - 5pm

Speakers: Lorna Christine

Virtual Seminar

Book Now

£180+VAT

3hrs CPD

The family home is often the crown jewel asset. An asset that has been hard-earned and deserves careful treatment in succession and estate planning. It also an asset that has more than just a financial value and the emotional ties to a home must be recognised when protecting it and passing it down generations. Tax on houses must also be considered.

This seminar will look at estate planning issues associated with homes including:

  • Asset protection
  • Do "home protection trusts" work?
  • Should parents gift the family home?
  • Wills and protecting the family home
  • Effective care home planning
  • Survivorship destinations- riddles, enigmas, sudoku
  • Capital Gains Tax- the forgotten family home tax
  • Houses and executry risks
  • Sales during executries
  • Beneficiary buying out another beneficiary
  • Associated executry LBTT points
  • Inheritance Tax and the family home
  • The Residence Nil Rate Band
  • Holding houses following a death
  • Liferents (proper and improper) and the family home
  • Ademption and accidental disinheritance
  • Incapacity law and the house
  • Legal rights reform and the house
  • Shared ownership and IHT
  • The event begins at 2pm. Delegate registration is open from 1:30pm.

    Lorna is a Partner in Blackadders' Private Client team.

    Based in the Dundee office, Lorna has over 20 years of experience in the private client field. She gives advice on all areas of private client including wills, powers of attorney, administration of estates, inheritance tax planning and creation and administration of trusts.

    She enjoys building long term relationships with clients and aims to give practical, straightforward advice in an area of law that is increasing in complexity.

    Lorna sits as a Trustee on a number of charitable trusts and is a board member of Tenovus Tayside & North East Fife. She is a former module organiser and tutor on the Diploma in Legal Practice at Dundee University and a former examiner for the Society of Trust & Estate Practitioners.