PastVirtual

Estate Planning 2026 - Virtual Conference

by MBL Seminars

The Estate Planning 2026 Virtual Conference is an online event organized by MBL Seminars, scheduled for March 23, 2026, from 10:00 AM to 4:15 PM. Chaired by Helen Forster, the conference brings together leading experts to provide a comprehensive update on current hot topics in estate planning, including legal reforms, tax developments, and planning opportunities.

The conference agenda includes sessions on the proposed reforms under the Law Commission’s Will Bill and their implications for estate planning and tax strategies, recent inheritance tax case law and its impact on planning, the current use and future challenges of Family Investment Companies, strategies for maximizing Business Property Relief and Agricultural Property Relief before potential legislative changes, and planning for inheritance tax on pensions in light of upcoming reforms.

Attendees will have the opportunity to engage in live, interactive sessions with ample time for questions and answers. The conference features a panel of distinguished speakers, including Helen Forster, Deborah Clark, Julie Bell, Julie Butler, and Simon Douglas, who are recognized experts in their respective fields.

This conference is designed for legal professionals, tax advisors, and estate planners seeking to stay ahead of rapid developments in estate planning. Participants will gain valuable insights into the latest legal reforms, tax developments, and planning strategies, enhancing their ability to provide informed advice to clients.

Speakers(5)

Deborah Clark

Barrister & Partner at Mills & Reeve

Deborah Clark is a Barrister and Partner at Mills & Reeve, specializing in family investment companies and estate planning strategies.

Helen Forster

Director at HTF Legal

Helen Forster is the Director of HTF Legal, with expertise in will drafting and tax planning.

Julie Bell

Consultant Solicitor at Read Roper and Read Solicitors

Julie Bell is a Consultant Solicitor at Read Roper and Read Solicitors, focusing on inheritance tax case law and planning.

Julie Butler

Founder at Butler & Co. Chartered Accountants

Julie Butler is the Founder of Butler & Co. Chartered Accountants, specializing in agricultural tax planning and business property relief.

Simon Douglas

Barrister & Chartered Tax Advisor at 5 Stone Buildings

Simon Douglas is a Barrister and Chartered Tax Advisor at 5 Stone Buildings, focusing on inheritance tax and pension planning.

Event Details

Date
March 23, 2026
Location
🇬🇧 United Kingdom
Pricing
£513 - £760
Audience
Legal professionals, tax advisors, and estate planners.
CLE Credits
5 hours CPD

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