Join us for an in-depth seminar, designed specifically for accountants and independent financial advisers.
Our expert legal team will guide you through the intricacies of testamentary capacity, the grounds for contesting wills, and the latest case law developments.
This session is aimed at estate agents, property managers and professional portfolio landlords. Along with discussions and guidance there will be will be an opportunity to ask questions from our expert panel Q&A.
Topics covered will include:
- Grounds for challenges to estates: Learn about the common grounds for contesting wills, such as undue influence, lack of knowledge and approval, 1975 Act and fraud.
- Understanding testamentary capacity: Explore the legal standards for determining capacity, including the Banks v Goodfellow test, and how to assess and document capacity effectively.
- Why is a will important: Stay informed about emerging trends, real life examples and implications for practice, with a focus on how a properly drafted will can protect clients and their testamentary wishes.
- Practical guidance for accountants and IFAs: Gain practical tips on advising clients, managing disputes, and mitigating risks in estate planning and administration.
- Interactive Q&A session: Engage with our legal experts during an interactive Q&A session, where you can ask specific questions and discuss real-world scenarios.
Who should attend:
- Accountants
- Independent Financial Advisors
- Other professionals involved in estate planning and administration who want to deepen their understanding of capacity and contested wills
Use the 'Reserve a spot' button to book your seat as places are limited.
Time:
8.00am – Registration, light breakfast, networking & meet the speakers
8.30 – 9.30am – Seminar
9.30-10.00am – Close and further networking opportunity
Venue:
Kingsholm Stadium, Kingsholm Road, Gloucester GL1 3AX
Parking:
Plenty of on-site parking
Speakers:
Simon Cook , Partner - Wills, trusts & probate
Janine Guthrie, Senior associate, chartered legal executive - Wills, trusts & probate
Claire Cox, Partner - Litigation & dispute resolution
Katie Duthie, Senior associate, solicitor - Litigation & dispute resolution
If you need any further information please contact us at events@willans.co.uk or call 01242 542931.
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