Join leading experts and fellow professionals for an in‑depth exploration of key developments in Private Client law, designed for legal practitioners, estate and financial planners, investment and wealth managers, tax advisors, and others working in this evolving field.
With expert contributions from Rebecca Roscoe, Professor Lesley King, Nina Ferris, Jac Armstrong and Anthony Whittaker, the programme explores the latest position on inheritance tax, emerging financial planning issues such as managing deceased clients’ investment accounts, and key developments in contentious private client work. Delegates will benefit from a paired session offering both a contentious perspective and a direct analytical response, followed by a practical look at trustee accountability and the growing expectations around modern annual accounts. The conference also provides essential guidance on avoiding major pitfalls when making international inheritance payments, before concluding with an in‑depth examination of the Residence Nil Rate Band, highlighting common technical traps and real‑world scenarios where relief is unexpectedly lost.
This is an unmissable update for all private client practitioners seeking to stay informed, compliant and confident in advising their clients.
In Partnership with:
Event Kindly Sponsored by:
Currency Connect
Currency Connect works exclusively with the legal sector, primarily supporting private client departments where inheritance payments to overseas beneficiaries are often required. Our service regularly helps law firms save 2–3% compared to their corporate banking rates, which can equate to £1,000s saved, ensuring firms are acting in their clients’ best interests and delivering greater value to beneficiaries.
Evelyn Partners
Whether you need retirement and pensions advice, support with inheritance tax and estate planning, guidance when selling your business, would like to invest for children or achieve other goals, our financial planners at Evelyn Partners can help. Wealth and tax advice for life.
Kin Probate
Kin Probate are professional probate genealogists that offer a range of services: (1) Kin: Search – locate a beneficiary/ an administrator/ executor; (2) Kin: Verify – verify a family tree; & (3) Probate: Resolution – other services. We undertake a free initial assessment on every matter and then provide credible fee options. With local expertise and international coverage we have successfully provided unexpected windfalls to beneficiaries home and abroad.
