Estate Planning and Tax

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Estate Planning and Tax: Wills, Trusts and Executries 2025

About the seminar

Change of government, black holes and ways of filling them…..albeit that physics struggles with the concept of filling a black hole, the Labour Government needs to try and square that circle, and thus the October budget is predicted to bring an extended shovel to capital taxes. This makes the latest edition of this hugely popular seminar more important than ever for all wills, estate and tax practitioners.

Alan Barr and Sandra Eden return in person(s) and across the ether to present this review of what has happened in 2024 and its consequences for the future. Even without anticipated tax changes, there are significant developments from the courts and the Scottish Parliament, many of them even perceived to be useful. All of this will be covered - IHT, CGT and relevant income tax, as well as non-tax developments. Statutes, case-law and other practical developments will receive attention. It is a vital review (with a bit of preview) for anyone working in this area – comprehensive coverage with detailed materials, delivered with a light touch. Bring back some joy to the twin inevitabilities of death and taxes. Don't just take our word for it, 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 Sandra Eden, former Senior Lecturer in Private Law, University of Edinburgh.

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 2024, and (ii) through the provision of extensive materials solicitors should be equipped to undertake further study of developments in 2024 as they may find necessary or desirable.

Registration and Fees

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

STANDARD FEE: £140 PLUS VAT (£168)

6+ DISCOUNTED FEE**: £50 PLUS VAT (£60)

Included for all is the Q&A by Zoom on Monday 3 March from 12-1pm.

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

**6+ DISCOUNTED FEE

If you are booking 6 or more places on any of our 2025 seminars you are entitled to the discounted rate of £50 plus VAT (£60) 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.

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

Seminar Dates