Trusts, Tax, Wills & Probate Update 2026
£89 plus VAT
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Date: Thursday 29th October 2026
Time: 09:30-13:00
CPD Time: 3.5 hours
Time: 09:30-13:00
CPD Time: 3.5 hours
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All purchases are for a single user only.
All purchases are for a single user only.
Information
KEY SUBJECTS
This session will provide a review of current issues in Private Client Practice. The session will focus on good practice and avoiding pitfalls. The content will depend on developments over the summer, but will include:
- The proposed changes to Pensions
- Planning and drafting implications of the changes to pensions and APR/BPR
- Recent decisions on Larke v Nugus and pre-action disclosure
- Successful application under I(PFD)A 1975 by adult child
- HMRC complaints about probate errors
- Drafting errors
- Recent decisions on removal of trustees
- Obligations when exercising dispositive powers
- Pitt v Holt
- Grand View Private Trust Co Ltd v Wong (Bermuda) Dawson-Damer v Grampian Trust Co Ltd
SPEAKER
Professor Lesley King, Professional Development Consultant, University of Law
CONFERENCE PROGRAMME
9.30am CHAIRMAN’S INTRODUCTION
TAX
- An update on the proposed changes to pensions
- Planning and drafting implications of the changes to pensions and APR/BPR
WILLS & PROBATE
- Recent decisions on Larke v Nugus and pre-action disclosure
- Successful application under I(PFD)A 1975 by adult child
- HMRC complaints about probate errors
- Drafting errors
TRUSTS
- Recent decisions on removal of trustees
- Obligations when exercising dispositive powers
- Pitt v Holt
- Grand View Private Trust Co Ltd v Wong (Bermuda) Dawson-Damer v Grampian Trust Co Ltd
Professor Lesley King, Professional Development Consultant, University of Law
1:00pm CLOSE OF PROCEEDINGS
£89.00 + VAT