Location & Date
Location:
Online
Date: Event is on-demand
Training Details
On-demand:
After registering for this CPD you will have access to view it online at your convenience
CPD Hours: 6
Register & Details
6 hours verifiable CPD
Watch our 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.
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

Conference Chair
Lauren Wright

Speaker
Ally Thomson

Speaker
Emily Pike

Speaker
Susan Williams

Speaker
Yvonne Evans

Speaker
Claire MacPherson

Speaker
Stephanie Pratt

Speaker
Mary Pat McFarlane

Speaker
Katherine Crawford

Speaker
Louise Levene

Speaker
Roddy MacLeod

Speaker
Steven Hill
Day One | Session One: Case Law Review and Legislation Updates
Welcome and Introduction, Chair
Case Law Review
Legislative Updates
Comfort Break and transition to Breakout Sessions
Session Two: Wills and Executries
Breakout Sessions
Transition from Breakout Sessions to Main Plenary
Drafting Wills: Common Pitfalls and Best Practice
Questions and discussion with speakers from session two
Closing Remarks
Day Two | Session Three: Trusts and Taxation
Welcome and Introduction, Chair
Contentious Trusts and Estates: Administration and Taxation
Questions and discussion with speakers from session three
Transition from Main Plenary to Breakout Sessions
Breakout Sessions
Comfort Break and transition to Main Plenary
Session Four: Disputes and Technology in Wills, Trusts and Executries
Managing complaints and disputes effectively
Question and discussion
Hey Legal: Technology’s Impact on the Future of Wills, Trusts and Executries
2 Speakers
Closing Remarks
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
Prices (prices exclude VAT)
Member:
£253.05
New member:
£215.09
Non-member:
£291.01
Unemployed member:
free