A Private Client Update - Autumn 2026

A 4-hour recording of our half-day masterclass packed full of insights from the profession's most in-demand educator Professor Lesley King. Sponsored by Estate Research.

This session - delivered by expert speaker Professor Lesley King, will give an update on the recent developments in Wills, taxation and administration

It will cover recent case law, changes to practice and procedure, and the latest position on the Budget reforms affecting business and agricultural relief, together with the inheritance tax (IHT) treatment of pensions.

The session will equip busy practitioners with an overview of the key developments in this challenging area.

As well as the implications of the 2024 and 2025 Budgets, Lesley will cover the following topics:-

- Recent errors in will drafting
- Responding to Larke v Nugus letters
- Removing trustees
- The implications of Dawson-Damer for trustees
- The latest developments on the IHT treatment of pensions and business and agricultural relief

Who this is for:

This masterclass is perfect for practitioners including solicitors and paralegals who are seeking to update their knowledge of private client practice, or who are considering returning to this area of law following a career break.

Level of expertise:

This session will provide help and guidance for those starting out in private client practice as well as important updating for more experienced practitioners.

CPD hours:

This webinar provides you with 4 hours of learning.

Attendees will receive a CPD certificate upon completion of this course.

Can I pay by invoice?

Simply get in touch with info@formediagroup.co.uk to request an invoice - just let us know which webinar you'd like to purchase and the number of users you would like to book for.