| 9:10 to 9:30 |
Registration & Refreshments
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Datalaw Team & Birmingham Law Society |
| 9:30 to 9:45 |
Welcome & Introduction
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Jessica Beddows |
| 9:45 to 10:05 |
Taxation of Crypto Update
Is pure Crypto property - recent developments include the Property (Digital Assets) Act 2025 and the decision in D’Aloia; has the consensus on situs changed and the continuing debate on whether or not pure Crypto is property at all.
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Michael Sherry,
Temple Tax Chambers |
| 10:05 to 10:25 |
Recent Tax Cases Update
How to decide whether a change in a contract is a variation or a new/different contract (Cobalt); LLPs: how far the transparency rules interact with the salaried partners rules (Blue Crest); how the split year residency rules interact with post cessation long-term incentive plan pay-outs (Saunders) and more.
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Michael Sherry,
Temple Tax Chambers |
| 10:25 to 10:55 |
Problematic Probate
How contentious lawyers can help private client lawyers overcome issues on their files and help them get paid
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Stephanie Kerr,
Irwin Mitchell |
| 10:55 to 11:25 |
Refreshment Break
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| 11:25 to 12:10 |
BPR/APR: new rules, trusts and planning A summary of the new rules relating to business and agricultural property reliefs from 6 April 2026. How does the new allowance apply to qualifying interests in possession and relevant property trusts. Possible steps for farming and business clients
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Iris Wuenschmann-Lyall ,
Toby Harris Tax Consultants |
| 12:10 to 12:50 |
Testamentary Capacity – Assessment by will preparers. Why and How
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Stephen Lawson,
IDR Law |
| 12:50 to 13:45 |
Buffet Lunch & Networking
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| 13:45 to 14:30 |
When Care, Capacity and Trust Collide: Spotting and Stopping Financial Abuse of Vulnerable Adults
Using real-life case studies, this talk examines capacity, care funding and financial abuse, and the practical steps professionals can take to safeguard vulnerable clients before harm occurs.
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Heledd Wyn,
Rothley Law
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| 14:30 to 15:10 |
Considering the role of the private client lawyer in contentious probate litigation
This talk will investigate the way in which the private client professional's conduct in will preparation has either proven an important feature of the case in upholding a will, or (at the other end of the spectrum) a significant factor concerning the challenge to it. It will look into the case law as to the importance of the evidence of the will draftsperson, in light of such considerations as the presumption of knowledge and approval and the so-called 'Golden Rule' for confirming testamentary capacity
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Gavin McLeod,
St Philips Chambers |
| 15:10 to 15:15 |
Summary & Thanks
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Jessica Beddows |
In Collaboration With Birmingham Law Society
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