Wills, Trusts and Executries Conference 2025
Join this CPD training online at the specified time
6 hours verifiable CPD
Join us in May for our annual Wills, Trusts & Executries Conference, where we will provide you with expert insights into the latest legal developments, legislative changes, and best practices in estate planning, trusts, and executries.
This year's programme will update you on recent cases and legislative developments, and offer expert guidance on key issues such as best practice in the drafting of wills, emerging challenges in trust law, the impact of tech and AI on wills, trusts and executries work and much more. Whether you’re an experienced practitioner or new to the field, the conference offers invaluable learning and networking opportunities.
Learning Outcomes:
- Understand the latest legislative updates along with recent case law examples
- Gain insight into inheritance tax on agricultural estates and personal injury trusts
- Learn about key tips and pitfalls to avoid when drafting wills
- Find out about technological/AI advancements and their impact on your work
- Get tips on best practice when it comes to managing complaints on wills, trusts and executries work
Speakers
Day One | Session One: Case Law Review and Legislation Updates
Session Two: Wills and Executries
11:15 - 12:00 Breakout Sessions
Day Two | Session Three: Trusts and Taxation
10:25 - 11:10 Breakout Sessions
Session Four: Disputes and Technology in Wills, Trusts and Executries
Testimonials
A very well-organised and useful conference covering a range of topics for practitioners working in the day-to-day running of estate administration. The delivery of the content was well-managed and ideally paced … I would highly recommend to anyone working in this field.
Two very helpful half days...[with] excellent, engaging speakers. I certainly felt as though I benefitted from those sessions. A good range of subject matter was also covered.
I found it overall a useful conference with a good spread of topics – especially in relation to new legislation
Contact Us
Additional
Sponsored by
Finders International
Award-winning Probate Genealogy company that trace heirs to estates, property and assets
Denovo Business Intelligence
Case management & workflow software solutions that can be customised to suit your practice needs
Age Scotland
Age Scotland are a Scottish charity for older people. They work to improve the lives of everyone over the age of 50 in Scotland.
Savendale
Specialist provider of Executry Bonds of Caution and Bonds of Caution for adults with incapacity. Powered by CLS PI
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