A Private Client Update 2026 - Presented by Helen Forster of HTF Legal

“The private client landscape is ever changing with a variety of tax and proposed legislation updates, as well as digitisation of processes. Keeping up to date with not only what advice to provide, but what risks and processes to use is a constant issue for practitioners. Furthermore, capacity issues and elderly client work requires more diligent processes to protect you and your clients from claims in the future.
This session is designed to provide you with the tools to navigate the current climate as best possible, from handling initial capacity concerns, the tax planning issues clients are worried about due to government changes and “u” turns, to the impact new processes such as electronic wills will bring.”

What we will cover:-

• A general overview of the current landscape
• Lifetime planning- options
• Capacity- know your client!
• The new Will Bill and the future of private client work
• Protecting you and your client in the future- practical tips and guidance
• TRS and your obligations

Speaker

Helen Forster - Managing Director of HTF Legal

Helen is a solicitor and Trusts and Estates Practitioner. Since qualifying in 2009, I have specialised in Wills, Probate, Trusts, Tax and Court of Protection matters, and I am a Dementia Champion with Age UK, a member of the Association of Lifetime Lawyers and also a member of STEP.

Helen’s other work includes providing seminars, lecturing and training throughout the Country. She is an Author for Tolleys, and sits on the Law Society Private Client and Estates Member Advisory Committee.

Know what’s Happening Next — before everyone else does.

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