Estate Planning and Tax: Wills, Trusts and Executries 2026

About the seminar

Black holes in perceived necessary revenue continue to trouble the still relatively new Labour government; and the extent of speculation on what might be in the 2025 Budget was unprecedented in quantity and variety. By the time of these seminars, all (or at least something) will have been revealed and the Spring Statement may extend matters further. Manifesto pledges on not raising the biggest tax earners has increased the pressure on capital taxes; and forthcoming changes announced in 2024 to agricultural and business property reliefs and inheritance tax on pensions already loom ever larger, as clients and their advisers plan to mitigate as best as they can. This alone would make the latest edition of this hugely popular seminar more important than ever for all wills, estate and tax practitioners.

Alan Barr and new conspirator Yvonne Evans will appear across Scotland and the airwaves to present this review of what has happened in 2025 and its consequences for the future. Even without the UK Government’s efforts, there are significant developments from the Scottish courts, UK courts on tax matters, the Scottish Parliament and other sources of enlightenment and irritation. As much of this as possible 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 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. Once again, bring back some professional 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 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 2025, and (ii) through the provision of extensive materials solicitors should be equipped to undertake further study of developments in 2025 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: £140 PLUS VAT (£168)

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

Included for all is the Q&A by Zoom on Monday 9 March from 12-1.30pm

* 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 2026 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.