Wills and Probate Conference 2025

Schedule

Thu Mar 13 2025 at 09:30 am to 04:00 pm

UTC+00:00

Location

Hilton Leeds City | Leeds, EN

Advertisement
Learn from our leading industry experts about Managing Risk and Compliance in the Wills & Probate sector
About this Event

The Wills and Probate Risk and Compliance Conference is back!


After last year's hugely successful event, we hope you'll join us in March 2025 for a full day of insight and discussion covering the latest technical developments and best practice.

It's a must-attend event for professionals in the legal industry and firms offering Wills and Probate services, giving you an opportunity to stay up to date with the latest insights and regulatory changes in the field of wills and probate compliance, and to have your questions answered by an esteemed panel of experts.

The event concludes with 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 2025.



Topics


The day session will explore:-


Is your team up to date with compliance and best practice?

Contentious Probate claims and Will challenges have more than doubled over the last 4 years, driven in part by a legacy of poorly drafted Wills, and outdated practises that increase risks to firms and practitioners. In addition, co-habiting is now the norm, and without a valid will they would not be entitled to an inheritance without making a claim, increasing administration costs. Remote signing is also more common than ever, resulting in challenges over the signing process and knowledge and approval of the contents. How do we as practitioners ensure a client has capacity?

Processes for making Wills need to adapt with the current environment to protect against risks in the modern era, and firms are facing unprecedented need to protect against threats from fraud and cyber-theft and overcome difficulties in locating and paying beneficiaries in a digital world.


What can the sector expect in 2025?

After years of hybrid working and a material change in how people access legal services, how can the industry make sure it keeps up with client demands and still meets regulatory obligations? How do we as legal firms mitigate emerging risks? How can firms continue to provide Private Client services and manage these risks effectively? Electronic wills are going to be coming into effect, how do we protect ourselves from risks and challenges in managing the implementation of this system?

Cyber theft and fraud are now rife, with many firms regularly attacked. What impact will this have in the wills and probate sector, and how should firms manage these risks?

Mental health issues and medications to provide treatment can also have a massive impact on the understanding of a client and their capacity. What checks should we be undertaking to ensure a client understands the documentation prepared, given remote working?

These are just some of the many questions and issues we face, and the conference this year will consider managing risks in drafting, administrative processes and capacity.



Who should attend?

The Wills and Probate Conference 2025 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.



What to expect at the Wills and Probate Conference 2025

The programme will feature both panel and speaker sessions covering pertinent issues faced by all firms in the sector.

From will drafting challenges, administration risks and cyber security to knowing when a non-contentious matter becomes contentious, this conference is designed to consider the risks for those working in this area and how to safely navigate compliance requirements.



Speakers and Panellists

Full details of the topics and speakers will be released later in the year, and will include the following:

1. Helen Forster, Director and Trusts and Estates Practitioner

Helen is Managing Director of HTF Legal and a highly respected training provider to those working in the Private Client sector throughout the UK. She will be speaking on the risks associated with Will drafting and practical advice on how to mitigate these.

2. John Waiting, Barrister

John is a Barrister from Exchange Chambers, an award-winning, full service set of barristers’ chambers in Liverpool, Manchester and Leeds, who will be giving a barrister’s update on Inheritance (Provision for Family and Dependents) act 1975 claims against estates.

3. Leighan Banks, Head of Contentious Probate at HTF Legal

Leighan specialises in contentious probate and is experienced in some of the most challenging areas of will, trusts and probate disputes and Court of Protection matters. She will be discussing the difficulties we face regarding client capacity and taking instructions.

4. Christine Marsh, Paramount Legal Costs,

Christine is an expert in costs, and will consider the risks associated with file management, providing top tips for a probate solicitor in maximising their recovery of costs vs top tips when representing interested parties/residuary beneficiaries.

Other speakers will include

Dominic Hendry, Estate Research

Matthew Wright, Raymond James

Emma Baddaley, Estatesearch



Our Sponsors
Event Photos
Advertisement

Where is it happening?

Hilton Leeds City, Neville Street, Leeds, United Kingdom

Event Location & Nearby Stays:

Tickets

GBP 84.13

HTF Legal Ltd

Host or Publisher HTF Legal Ltd

It's more fun with friends. Share with friends

Discover More Events in Leeds

Design Festival North 2025 - Leeds
Wed Mar 12 2025 at 12:00 pm Design Festival North 2025 - Leeds

Royal Armouries Museum

FESTIVALS
ANIMALS & FRIENDS "We Gotta Get Out Of This Place" 60th Anniversary Tour \/\/ Brudenell Social, Leeds
Wed Mar 12 2025 at 07:00 pm ANIMALS & FRIENDS "We Gotta Get Out Of This Place" 60th Anniversary Tour // Brudenell Social, Leeds

Brudenell Social Club

MUSIC ENTERTAINMENT
Nadia Reid, Live at The Brudenell
Wed Mar 12 2025 at 07:30 pm Nadia Reid, Live at The Brudenell

33 Queens Road, LS6 1NY Leeds, United Kingdom

MUSIC ENTERTAINMENT
The Animals in Leeds
Wed Mar 12 2025 at 07:30 pm The Animals in Leeds

Brudenell Social Club

CONCERTS MUSIC
Ed Patrick: Catch Your Breath
Thu Mar 13 2025 at 07:00 pm Ed Patrick: Catch Your Breath

The Old Woollen

COMEDY ENTERTAINMENT
R\u00d8RY | Leeds
Thu Mar 13 2025 at 07:00 pm RØRY | Leeds

Stylus

ART
As December Falls in Leeds
Thu Mar 13 2025 at 07:00 pm As December Falls in Leeds

Leeds University Stylus

As December Falls in Leeds
Thu Mar 13 2025 at 07:00 pm As December Falls in Leeds

Leeds University Stylus

Leeds Business Networking Breakfast
Tue Jul 11 2017 at 07:15 am Leeds Business Networking Breakfast

Leeds

BUSINESS
Leeds Entrepreneurs & Business Social Group
Tue May 23 2023 at 05:30 pm Leeds Entrepreneurs & Business Social Group

The Decanter

BUSINESS
Property-connect Leeds
Tue Feb 20 2024 at 02:30 pm Property-connect Leeds

Manahatta Greek Street

WORKSHOPS BUSINESS
Pitch Club: How to talk about your business and make people care
Wed Sep 18 2024 at 01:00 pm Pitch Club: How to talk about your business and make people care

3rd floor, 2 Whitehall Quay

BUSINESS
NatWest Bank Accelerator - Group Coaching
Thu Sep 19 2024 at 01:00 pm NatWest Bank Accelerator - Group Coaching

3rd floor, 2 Whitehall Quay

BUSINESS
Northern Lights Conference 2024
Fri Nov 22 2024 at 09:00 am Northern Lights Conference 2024

Clarion

BUSINESS CONFERENCES
Aesthetic Nursing Conference 2024
Sun Nov 24 2024 at 09:00 am Aesthetic Nursing Conference 2024

The Met Hotel, Leeds

BUSINESS CONFERENCES
Mon Nov 25 2024 at 09:00 am Leeds Poverty and Debt Forum

The Carriageworks Theatre

BUSINESS
Leeds Business Drop-In Sessions
Wed Nov 27 2024 at 10:00 am Leeds Business Drop-In Sessions

Leeds Kirkgate Market

BUSINESS
Forum for Race Equality in Social Care and Health
Wed Nov 27 2024 at 06:30 pm Forum for Race Equality in Social Care and Health

BAME Health and Wellbeing Hub

BUSINESS HEALTH-WELLNESS
Face to Face Networking at 2-WORK, LEEDS, - Networking
Thu Nov 28 2024 at 09:30 am Face to Face Networking at 2-WORK, LEEDS, - Networking

27 King Street,#3rd Floor,Leeds,LS1 2HL,GB

Leeds networking with FSB and Irwin Mitchell
Thu Nov 28 2024 at 10:00 am Leeds networking with FSB and Irwin Mitchell

Irwin Mitchell - Leeds

BUSINESS

What's Happening Next in Leeds?

Discover Leeds Events