The Wills and Probate Conference 2026

The Wills and Probate Conference is back for 2026!

This year has seen a number of changes and issues in the private client sector:-

· Budget changes have led to significant increases in tax planning issues

· The Will Bill is set to bring major change to the industry as a whole, with electronic Wills and an overhauling of the test for capacity, as well as altering how Wills can be challenged.

· Mazure has thrown who can carry out work into question, with no answers yet forthcoming. In addition potential changes will see firms potentially losing the ability to manage client accounts, with huge implications on management of private client services as a whole.

· Pension changes in 2027 are bringing more estates into the remit of inheritance tax causing a knee-jerk reaction by many who are drawing out pension funds in order to gift or set up trusts.

These are just some of the issues our sector is trying to manage in an ever-changing landscape. We hope you will join us in March 2026 for a full day of insight and discussion covering these topics, the latest technical developments and best practice.

This is set to be a must-attend event for professionals in the legal industry and firms offering Tax, Trusts and Wills and Probate services, giving you an opportunity to stay up to date with the latest insights in the field, and to have your questions answered by an esteemed panel of experts. An exciting new addition to the day is the “a question of death” session featuring a topical case study.

The event concludes with a quiz time to network with industry leaders, experts and like-minded professionals, while enjoying informative sessions, engaging discussions and an interactive Q&A session. Gain valuable knowledge and learn practical strategies to enhance your compliance efforts in an ever-evolving legal landscape.

Don't miss out on this unique chance to expand your professional network and gather invaluable insights. Register now for the Wills and Probate Conference 2026.

This is a full day conference, 9.30-4.30 with lunch provided

TOPICS

The day will explore topics such as:-

· Executor and trustee disputes- know the risks

· Pensions and Inheritance tax- an update and what (and when) to advise clients

· The Will Bill- What it really means for you

· Electronic wills- the risks and how to search for a digital will

· What to expect post Budget

· When Trusts go Bad- a Barrister’s view!

· Lifetime Trusts; common errors and pitfalls

· Digital LPAs and the new system

Who should attend?

The Wills and Probate Conference 2026 is suitable for both SRA and non-regulated firms. Topics will focus on challenges faced by all practitioners with plenty of opportunities to put your own questions to the experts.

Full Line up to be released shortly....

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