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Private Client Autumn Update Bundle 2026

Save £39.00 (17%) vs buying separately at £228.00

Details

  • Expires after: 120 Days
  • £189 Plus VAT
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Speakers

  • Professor Lesley King
  • Caroline Bielanska
  • John Bunker

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£189.00 + VAT

SKU: VCWP26-Autumn/Winter Categories: ,

This package combines two complementary conferences – Tax, Trusts, Wills, and Probate with Professor Lesley King (29 October) and Wills and Probate Autumn Update 2026 (3 November) – to provide a clear and up-to-date overview of the key issues affecting private client practice. It covers both technical tax developments and the practical aspects of estate planning, trusts and administration, including the growing importance of pensions within the inheritance tax framework.

Together, the conferences offer a straightforward way to stay up to date across core areas of practice, with expert-led sessions and 120 days’ on-demand access. The bundle provides 9.5 hours of CPD and a cost-effective way to cover both detailed tax issues and wider private client developments in one programme.

Wills and Probate Autumn Update 2026
Will Drafting and Planning Problems
  • Risk of claims under I(PFD)A 1975
  • When is a statutory Will appropriate?
  • Family relationships (with a quick look at the proposals for Cohabitees)
  • Checking instructions
Professor Lesley King, Professional Development Consultant, University of Law
IHT on Pensions Update
This session considers what the new IHT charge on pensions, due to take effect in April 2027, will mean for clients and for your practice.
  • The details depend upon various HMRC notes, secondary legislation and guidance, with more updates due before Sept/Oct.
  • Following the Technical Note from HMRC in May, which had to be updated, we are expecting a further Technical Note, and some guidance which we need to understand how things will work.  
  • How do we manage the huge new risks for probate work, in acting for or being PRs?
  • Probate: the latest thoughts on how firms need to gear up/adapt, the new processes needed etc.
  • How to avoid disputes in estates with different or the same beneficiaries?
  • Estate planning: steps to help clients ahead of these major changes to pensions
John Bunker, Solicitor, Chartered Tax Adviser and Lecturer
Family Home & Funding Care
  • When and how long the home is disregarded in the financial means test
  • How the local authority values a beneficial interest in the home
  • What if the home is a mobile home?
  • Paying for additional care using the home as collateral
  • Deferred Payment Agreements
Caroline Bielanska, Solicitor, TEP, Independent Consultant, Mediator, Author and
Less Common Issues when Administering Estates
  • Mutual Wills agreement
  • Charities and IHT
  • Wills Act 1837, s33
  • PRs’ liability for IHT on assets not in their hands
Professor Lesley King, Professional Development Consultant, University of Law
Tax and Trust Autumn Update 
This session provides an update on recent developments affecting trusts and tax planning, with a focus on practical implications for advisers.
  • TRS update: guidance is expected on the new exclusions from the need to register Express Trusts, effective from 30 June 2026, so what does it mean for practice?
  • Will drafting to mitigate IHT after the new limits on APR & BPR: after some uncertainty about how the 100% relief allowance would work, we should by the Autumn have a clearer picture of IHT planning through wills.
  • Trusts and the lifetime trust allowance for 100% APR/BPR: how will the trust allowance work and what does this mean for lifetime and will trusts?
  • Any other topical tax or trust issues
John Bunker, Solicitor, Chartered Tax Adviser and Lecturer
Older Client Autumn Update
  • Introduction of digital trustee applications in the Court of Protection
  • Getting an order for sale following AGNI [2026] UKSC 16
  • Update on digital LPAs
  • Update on MCA code consultation
  • Health and social care case update
Caroline Bielanska, Solicitor, TEP, Independent Consultant, Mediator, Author and Trainer

5.00pm Close of Proceedings

Trusts, Tax, Wills & Probate Update 2026
TAX
  • An update on the proposed changes to pensions
  • Planning and drafting implications of the changes to pensions and APR/BPR
WILLS & PROBATE
  • Recent decisions on Larke v Nugus and pre-action disclosure
  • Successful application under I(PFD)A 1975 by adult child
  • HMRC complaints about probate errors
  • Drafting errors
TRUSTS
  • Recent decisions on removal of trustees
  • Obligations when exercising dispositive powers
    • Pitt v Holt
    • Grand View Private Trust Co Ltd v Wong (Bermuda) Dawson-Damer v Grampian Trust Co Ltd
Professor Lesley King, Professional Development Consultant, University of Law