Events

We’re living longer — but not necessarily living well for longer. As life expectancy increases, so too do the complexities of later life: declining capacity, rising care needs, and difficult financial decisions. At the same time, many are supporting children who are staying financially dependent for longer, creating pressure from both directions.

How do you balance the competing interests of multi-generation families? How do you protect assets, plan for care, and ensure vulnerable family members are supported — without creating conflict or unintended consequences?

This webinar will explore the legal and practical challenges facing the “sandwich generation”, including care funding, capacity considerations, and forward planning strategies to help families navigate an uncertain future with clarity and confidence.

This webinar will examine the incidence of inheritance tax on death and the principles determining where the tax burden falls within an estate.

The session will cover:

• Whether a legacy bears its own inheritance tax or whether the tax is payable from the residuary estate
• Residuary gifts divided between charitable and taxable beneficiaries, revisiting Re Benham and Re Ratcliffe
• Grossing up where the residue is wholly or partly exempt from inheritance tax
• Section 39A of the Inheritance Tax Act and the interaction between exemptions and business or agricultural reliefs

The 2026 changes to Agricultural Property Relief are set to have important implications for agricultural succession and estate planning.

Join us for this practical webinar exploring the purpose and operation of Agricultural Property Relief (APR), why trusts have traditionally played an important role in planning for farming and agricultural estates, and how the 2026 reforms affect established approaches.

The session will cover:

• The purpose and operation of Agricultural Property Relief
• Why trusts have traditionally been used in agricultural succession planning
• An overview of the 2026 reforms and the key changes practitioners need to be aware of
• The practical implications for Private Client solicitors advising agricultural clients
• Examples of holistic planning opportunities in light of the new rules

A Flagship Event for SME Law Firm Leaders

The Legal Conference (TLC) is a flagship, full day event that brings together Managing Partners, CEOs, COOs, Practice Directors, Heads of Department, Senior Partners and Equity Partners from small and mid sized UK law firms (10–200 staff) to focus on leadership, strategy, innovation and operational excellence — a dedicated space to step back from the day to day and concentrate on the future of your firm, your people and your clients.

Why SME Law Firms Need TLC

Small and mid-sized law firms are the backbone of the UK legal sector, yet they are often underserved by the major industry events, which tend to focus on the large City and national firms.

TLC was created to change that. We bring together the senior leaders of SME firms for honest, practical and community-focused conversation. No big firm posturing. No irrelevant content. Just the insights, connections and ideas that actually matter to your firm.

Our vision is to build an annual event that grows with our community, a genuine home for SME law firm leadership development in the UK.

Cybercrime is no longer just an IT problem – it is a routine risk in everyday professional practice.

This session moves past technical jargon to look at the real-world behaviours, decisions, and workflows that criminals exploit.

You will learn how modern cyber threats affect client work, communication, and sensitive data, alongside the simple, daily habits you can adopt to drastically reduce risk.

Key Topics Covered

• How criminals use social engineering, impersonation, and open-source intelligence to target professionals and clients
• Analysing recent case studies of compromised communications and data theft to uncover actionable lessons
• Safeguarding your workflow: verifying instructions, protecting sensitive data, and spotting subtle red flags
• Helping clients avoid scams and recognising vulnerability
• Developing simple, repeatable habits that bridge the gap between IT policy and daily reality

Why Attend?

• Walk away with practical, usable guidance you can implement now
• Understand exactly how modern cybercriminals operate and where you are most exposed
• Know exactly how to handle suspicious requests, unusual client behaviour, or high-risk scenarios
• Turn strong information-handling practices into a competitive advantage that reassures your clients

A practice-based webinar for Property & Financial Affairs Deputies

In 2026–27, it is extremely challenging to meet Standard 4 unless deputies are fully up to date with the fast‑moving welfare benefit landscape.

The next 1–2 years will see the final rollout of Universal Credit, major changes to PIP assessment, and ongoing reforms to Employment and Support Allowance. These changes directly affect:

• P’s income
• P’s entitlement
• P’s care affordability
• P’s long‑term financial planning
• Your compliance with Standard 4

This webinar gives deputies the current, authoritative picture — and the tools to stay compliant.

Universal Credit:  who is still to be migrated from the old system and what transitional protection exists; what is happening for those in supported accommodation
Personal Independence Payment (PIP): Current assessment criteria and planned reforms, and how reviews, renewals, and backlogs affect P.
Employment and Support Allowance (ESA): Work Capability Assessment rules and how ESA interacts with UC migration.
The Next 1–2 Years: What’s Coming: Proposed reforms to disability benefits
Meeting OPG Deputy Standard 4: How welfare knowledge links directly to Standard 4 compliance and how to evidence best‑interests financial decisions;

Who Should Attend

• Professional Property & Financial Affairs Deputies
• Senior case managers
• Court of Protection practitioners
• Anyone responsible for budgeting, care planning, or benefit management for P

Following the October Budget, Private Client practitioners will have a limited window to assess the Chancellor’s announcements, understand the implications for clients and consider what action may be needed before the end of the tax year.

Join Donna Brennan for a practical post-Budget webinar examining the key measures affecting Private Client work and the planning priorities for the five months leading up to 5 April 2027.

Donna will explore what the Budget means in practice, how forthcoming regime changes may affect clients and where practitioners should be focusing their attention as the new tax year approaches.

What will the webinar cover?

• The key Private Client announcements from the October Budget
• The practical implications for advisers and their clients

Please note that this session builds on Richard’s June 2026 webinar. In this update, Richard will cover:

• A refresher of the current taxation of pension funds on death
• An overview of how IHT will be applied from 2027
• How your clients might prepare and manage the pensions during their lifetime
• Managing the death benefit nominations and aligning them with the Will
• The traps to avoid, and the single most important fix that most miss
• Practical tips for advising your clients, and understanding the line in the sand if you are a non-FCA-regulated adviser
• any other updates