01332 226601
Education sessions include:-
1. What does the Budget mean for Agricultural and Business Clients?
Presented by Professor Lesley King.
The changes announced in the Autumn Budget to Business and Agricultural Property Relief to take effect from the start of 2026/27 are very bad news and clients are understandably concerned. There is no magic bullet but there are things that clients can consider which may help.
In this session we will look at:
- What we know so far about the changes.
- How they affect property held in trust.
- Implications of handing on the business by lifetime transfer as opposed to keeping it till death.
- Use of post-death variations to improve position on a first death.
- The dangers of building up a cash fund to meet the liability.
2. What powers to include in Wills and Trusts?
Presented by Professor Lesley King.
The publication of the third edition of the STEP Standard Provisions has caused many practitioners to question whether they should use the Standard Provisions or something more ‘tailor made’ for the administrative powers section of their Wills and Trusts.
This session will:
- Explain the difference between an administrative provision and a dispositive one and why it matters.
- Provide an overview of what the STEP Provisions do and the main changes introduced by the third edition.
- Consider when tailor made provisions may be more appropriate.
3. Nil Rate Band Discretionary Trusts: The Past, The Present & Practical Solutions
Presented by Parisa Jones
This one-hour webinar provides a comprehensive overview of nil rate band discretionary trusts (NRBDT), exploring their historical role in estate planning and their continued relevance today. With a focus on practical advice, this session will equip private client practitioners with the knowledge and strategies to navigate modern challenges, including planning for the Residence Nil Rate Band (RNRB) and addressing trusts that may have been overlooked in previous planning. Attendees will gain insights into drafting wills with flexibility and managing options on death.
4. Estate Planning: Strategies for Clear Advice and Comprehensive Reports
Presented by Parisa Jones
Participants will gain practical tips for structuring estate planning reports, understand important considerations when advising clients and how to address common complexities. The webinar will help to equip you with the skills to ensure that your advice is comprehensive, client-focused and actionable.
Professor Lesley King
Professor Lesley King is a leading professional author and lecturer in Wills, Trusts and Probate. Lesley is a former member of the Law Society’s Wills and Equity Committee and the Probate and Estates Committee of STEP and an honorary member of the Association of Contentious Trust and Probate specialists. She is also a Professional Development Consultant at the University of Law and writes and lectures extensively on private client matters.
