Estate Planning and Tax: Wills, Trusts and Executries 2027

About the seminar

They need MONEY! Governments in both Edinburgh and London (or is that Manchester?) require funds for many things they want to do, or should do, or want to do better. So the results of Budget South in October 2026 and Budget North in December are awaited with bated breath. For the private client practitioner, manifesto restrictions on raising the three big taxes (income tax, VAT and NICs) increases the perennial fears that capital taxes (and especially CGT) may be a target. Might a wealth tax become a reality? They have already been to the inheritance tax well, and their buckets of business and agricultural restrictions on relief will soon be supplemented with a large dose of pension funds. Those Budgets and IHT on pensions will form subjects in this most important seminar for the private client adviser, now in its 35th year.

Alan Barr (who started these when he was about 12, obviously) and newer arrival Yvonne Evans (but with depths of knowledge and experience belying her youth) will appear across Scotland and the waves of the Web, to present a review of what has happened in 2026.

There are developments from the courts, both Scottish (including the longest judgement we have ever had to consider directly) and tax tribunals at various levels. There is legislation beyond the tax field. As much of this as possible will be covered - IHT, CGT and some income tax, as well as non-tax developments. Statutes and the increasing slurry of other practical developments will receive attention. It is as before a vital review (with a bit of preview) for anyone working in this area – comprehensive coverage with detailed materials, delivered with a light touch. Death and taxes have never been more fun.

Read the feedback from last year's seminar below.

Speakers

Alan Barr, partner Brodies LLP and Honorary Fellow of the Law School, University of Edinburgh and Yvonne Evans, Senior Lecturer in Law, University of Dundee

Learning Outcomes and Objectives

The learning outcomes and objectives are that (i) by the end of the seminar, participants should have a sound understanding of all major developments in the law, including taxation, relating to wills, trusts and executries which occurred in 2026, and (ii) through the provision of extensive materials solicitors should be equipped to undertake further study of developments in 2026 as they may find necessary or desirable.

Registration and Fees

The seminar fee includes 3.5 hours of CPD, accompanying materials*, plus for the in-person seminars, light refreshments during registration.

STANDARD FEE: £150 PLUS VAT (£180)

6+ DISCOUNTED FEE**: £60 PLUS VAT (£72)

Included for all is the Q&A webinar on Monday 8 March from 12 - 1.30pm

* A paper copy of the materials will be available at registration of the in-person seminars. Those joining the webinars will receive an electronic version of the materials however a paper copy of the materials can be purchased at the time of booking.

**6+ DISCOUNTED FEE

If you are booking 6 or more places on our 2027 seminars you are entitled to the discounted rate of £60 plus VAT (£72) on the 6th and subsequent places. The discounted fee is only applicable to multiple bookings from the same organisation, as part of one booking order.

TERMS & CONDITIONS

All fees must be paid in full prior to the seminar.

Refunds will only be given if notified more than five working days in advance subject to a

20% admin charge. Places are however fully transferable within a series.

We reserve the right to cancel or postpone a seminar, in which case fees will be refunded in full. In the event of cancellation or postponement, we will not be held liable for registrants’ travel or accommodation costs.

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If you have any questions please don't hesitate to contact us following the link below.