The Wills and Probate Conference 2027

The Wills and Probate Conference 2027 realiza-se a 18 de março de 2027, Hilton Leeds City, em Leeds.

The Wills & Probate Conference 2027 is back – and it’s bigger, bolder and more relevant than ever! Join us in March 2027 for a full day of expert insight, practical guidance, lively discussion, networking and plenty of opportunities to put your questions to the experts. The private client landscape is changing rapidly. From major tax developments and pension changes to the long-awaited Will Bill, increasing cross-border estates, lifetime trusts, mental capacity issues and the growing risks of contentious estates — there has never been a more important time to stay ahead of the curve. Our Wills & Probate Conference 2027 brings together leading practitioners and experts for a packed day exploring the issues that are shaping the future of wills, trusts, probate and private client work. What’s in store? Expect a dynamic mix of CPD, technical updates, practical advice, case studies and interactive discussion , covering the challenges you and your clients are facing right now. Our programme will explore: Cross-Border Estates – The Need to Knows International assets and beneficiaries are becoming increasingly common. Discover the key risks, practical considerations and issues practitioners need to have on their radar. Pensions & Inheritance Tax With changes coming in 2027, what does this mean for estates and your clients? We’ll look at the latest developments and, crucially, what you should be advising clients — and when. The Will Bill – What It Really Means for You Electronic Wills, changes to the test for capacity and new considerations around challenging Wills could transform the way the profession operates. Get to grips with what the changes could mean in practice. From Archive to Opportunity – Making Your Willbank Work for You Your willbank could be much more than an archive. Discover how leading firms are using their existing client relationships to reconnect with people, create new opportunities and drive growth. A Barristers’ Update with John Waiting, Exchange Chambers Hear the latest legal developments and insights from the Bar, with plenty of practical takeaways for practitioners. The Court of Protection – Applications & When to Make Them Mental capacity issues can arise at any stage, whether an executor, beneficiary, trustee or other interested party is unable to make decisions. Explore when an application may be necessary and the issues practitioners need to consider. Lifetime Trusts – Know the Risks As lifetime trusts and tax planning become increasingly prominent, so too do the risks of disputes and contentious issues. Understand the potential pitfalls and how to navigate them. And there’s more… We’re delighted to bring back the much-loved “Great British Wake Off” – Part 2 , featuring a topical case study designed to challenge, entertain and get you thinking. And when the formal sessions finish , the networking doesn’t stop! Enjoy a free evening quiz night with food, giving you the perfect opportunity to continue the conversations, meet fellow professionals and invite your colleagues along for an evening of fun. A day designed for today’s private client professional The conference is suitable for SRA-regulated and non-regulated individuals and firms, including professionals working across: Wills & Probate Private Client Tax Trusts Estate Administration Court of Protection Contentious Probate Wealth and succession planning Whether you’re looking to keep up with the latest technical developments, strengthen your compliance knowledge, tackle challenging client issues or simply connect with others working in the sector, this conference has something for you. Your full conference experience 9.30am – 4.30pm 📚 Full day of CPD and expert insight 🥗 Buffet lunch included 🤝 Networking with fellow professionals 💬 Interactive discussions and Q&A 🍽️ Free evening quiz night with food 🎉 Bring your colleagues and continue the networking after the conference! The private client world isn’t standing still — and neither should your knowledge. Join us in March 2027 for a day packed with insight, practical guidance, debate and networking. Register now for the Wills & Probate Conference 2027 and make sure you’re ready for what’s next. SPEAKERS Helen Forster Helen is the Managing Director of HTF Legal and a highly respected training provider to those working in the Private Client sector throughout the UK. Amy Floater Amy is Head of Court of Protection at HTF Legal. She speciaises in Court of Protection work (property and financial affairs) and acting as a Professional Deputy. She also acts as a Professional Trustee and can advise on Personal Injury Trusts. Amjed Zaman Amjed Zaman is a Partner at LCF Law specialising in cross-border estate planning andinternational estate administration. He advises clients with assets and family connections inmultiple jurisdictions on succession planning, international wills, probate and inheritancetax matters. Amjed is recognised for his practical approach to complex multi-jurisdictionalestates and is a regular speaker on cross-border succession and estate planning. John Waiting John is a Barrister from Exchange Chambers, an award-winning, full service set of barristers’ chambers in Liverpool, Manchester and Leeds. Ben Furlong Ben is Managing Director of legal technology company Estatesearch. He is a prominent advocate for integrating data and technology into legal and property frameworks to modernise estate administration Matthew Wright Matthew is an Independent Financial Adviser based at Raymond James. He has worked in financial services for over 20 years.