LAW2026 Online: Wills and Probate (Autumn)

Topics covered include:

The Latest on IHT and Pensions Changes

Presented by Professor Lesley King

The changes coming on 6 April 2027 to the IHT treatment of discretionary pension schemes will be huge. We still don’t have all the information on how the process will work but this session will look at what we do know. 

It will consider:

• What is notional pension property?
• What are death in service benefits and how will they be treated?
• What information will PRs need and how will  they get it?
• How should PRs approach withholding notices?
•  What decisions will clients have to take?
• How will the changes affect will drafting?

How will they affect estate administration?

Correcting Mistakes: How the Court can help

Presented by Professor Lesley King

Everyone makes mistakes and some can be very costly. Although not cheap, sometimes an application to court can be worth it. This session will look at how the court can help individuals, trustees and beneficiaries escape from unwanted consequences. 

It will consider:

• Rescission for mistake – available to individuals and trustees alike?
• When the court will set aside trustee decisions:
  • Excessive execution
  • Inadequate deliberation
  • Infringing the proper purpose rule
  • Infringing the rule against self-dealing
• Mistakes in drafting
  • Rectification
  • Construction

Will Drafting Pitfalls: Common Mistakes and How to Avoid Them

Presented by Parisa Jones

Will drafting may appear routine, but many professional negligence claims and complaints arise from avoidable errors made during the Will-making process. This webinar examines common pitfalls encountered by private client practitioners, from taking instructions from the wrong person and failing to test capacity appropriately, to making assumptions about client intentions and overlooking essential administrative provisions.

Lifetime Giving and Inheritance Tax: PETs, CLTs and the Backwards Shadow

Presented by Parisa Jones

Lifetime gifting remains a cornerstone of Inheritance Tax planning, yet many advisers misunderstand potentially exempt transfers, chargeable lifetime transfers and the operation of the backwards shadow. This webinar provides a practical review of the Inheritance Tax treatment of lifetime gifts and examines the traps practitioners frequently encounter when advising clients.