Course outline

Private Client practitioners encounter a steady flow of new case law and practical developments each year, shaping how they advise on wills, estate administration, succession planning and risk management. In this in-person session, Professor Lesley King will review the most significant recent decisions and statutory changes affecting day-to-day practice, offering clear and practical guidance for advisers in 2026/27. The session will consider the implications of the developments for private client practice.

Delegates will gain an up-to-date understanding of the issues currently shaping private client practice, together with practical insights to support robust, compliant and client-centred advice in the year ahead. Through worked examples and examples from cases, the session will highlight common pitfalls, developing themes and practical approaches that can help practitioners navigate both recurring challenges and emerging issues within modern private client work.

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Feedback from Professor King’s previous session

• Clear explanations, good detail, nice pace
• Extremely informative & delivered in a friendly way
• Lesley King is fantastic, knowledgeable and able to deliver in a clear & concise way to all levels.
• Very relevant & interesting content; well delivered
• Very clear explanations & notes. Went into good level of detail.

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Venue

To be confirmed

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Speaker

Professor Lesley King

Author of Wills, Taxation and Administration: A Practical Guide; A Modern Approach to Wills, Administration and Estate Planning (with Precedents); A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents); A Practitioner’s Guide to Wills; Varying the Disposition of an Estate after Death; Wills: A Practical Guide; and editor of The Probate Practitioner’s Handbook.

She is a contributor to the Wills and Trusts volumes of Halsbury’s Laws and the Encyclopaedia of Forms and Precedents and to The Law and Ethics of Dementia.

She is a former member of the Probate & Estates Committee of STEP, a former member of the Law Society’s Wills & Equity Committee and an honorary member of the Association of Contentious Trust and Probate Specialists.

She is the wills and probate columnist for the Law Society Gazette, and writes and lectures extensively on wills, taxation and related matters.