Location & Date
Location:
Online, Zoom
Day 1
Date: 27th May 2025
Time: 09:30 - 12:30
Day 2
Date: 28th May 2025
Time: 09:30 - 12:30
Training Details
Live Online:
Join this CPD training online at the specified time
CPD Hours: 6
Register & Details
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
- Enhance your knowledge of will drafting with a session on will-drafting
- 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
Day One | Session One: Case Law Review and Legislation Updates
09:30 Welcome and Introduction, Chair
09:35 Case Law Review
10:10 Legislative Updates
10:45 Question and discussion with speakers from session one
11:00 Comfort Break and transition to Breakout Sessions
Session Two: Wills and Executries
11:15 - 12:00 Breakout Sessions
12:00 Transition from Breakout Sessions to Main Plenary
12:05 Drafting Wills: Common Pitfalls and Best Practice
12:45 Questions and discussion with speakers from session two
12:55 Closing Remarks
Day Two | Session Three: Trusts and Taxation
09:30 Welcome and Introduction, Chair
09:35 Contentious Trusts and Estates: Administration and Taxation
10:10 Questions and discussion with speakers from session three
10:20 Transition from Main Plenary to Breakout Sessions
10:25 - 11:10 Breakout Sessions
11:10 Comfort Break and transition to Main Plenary
Session Four: Disputes and Technology in Wills, Trusts and Executries
11:25 Managing complaints and disputes effectively
11:55 Question and discussion
12:10 Hey Legal: Technology’s Impact on the Future of Wills, Trusts and Executries
12:40 Question and discussion
12:55 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